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Company:
Zumbro Valley Mental Health Center, Inc.
Plan:
Zumbro Valley Mental Health Center 401k Savings Plan
 

Zumbro Valley Mental Health Center, Inc.

56 Plan: Zumbro Valley Mental Health Center 401k Savings Plan

 
 
56
29
59
88
0
10
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100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (56) and the top rated plan (88) could equate to:
[How is this calculated?]
17 additional years of work
Up to $189,000 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

Zumbro Valley Mental Health Center 401k Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 56. This plan is in the top 35% of plans for Investment Menu Quality and Participation Rate. Zumbro Valley Mental Health Center 401k Savings Plan currently has over 100 active participants and over $3.4M in plan assets.

 

 Retirement Plan Details

Address 343 Wood Lake Dr Se
Rochester, MN 55904 
Industry Outpatient Mental Health and Substance Abuse Centers
Administrator Lee Tracy
Net Plan Assets $3,440,000
Total Participants 180
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. Maxim Moderate Profile II 14%
2. Maxim Aggressive Profile II 8%
3. Great-West Life Guaranteed Portfolio Fund 8%

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Woodbury Financial Services, Inc.
Insurance Advisor/Broker UBS
Auditor Smith Schafer & Associates, Ltd

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