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Company:
Lakeview Clinic, Ltd
Plan:
Lakeview Clinic Ltd, Retirement Savings Plan
 

Lakeview Clinic, Ltd

84 Plan: Lakeview Clinic Ltd, Retirement Savings Plan

 
 
84
11
75
88
0
10
20
30
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60
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100
For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (84) and the top rated plan (88) could equate to:
[How is this calculated?]
3 additional years of work
Up to $48,000 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Lakeview Clinic Ltd, Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 84, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Lakeview Clinic Ltd, Retirement Savings Plan currently has over 200 active participants and over $48.1M in plan assets.

 

 Retirement Plan Details

Address 424 State Hwy 5 West
Waconia, MN 55387 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Robert Wilcox
Net Plan Assets $48,100,000
Total Participants 200
Avg Account Balance $240,000

 Top 3 Funds in this 401k

1. Total Equity Securities 46%
2. Total Common Stocks 24%
3. Total US Government Securities 13%

  Plan Service Providers

Corporate Trustee Marshall & Ilsley
Recordkeeper Marshall & Ilsley
Auditor Ds&B, Ltd

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