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Company:
Mason City Clinic, P.C.
Plan:
Mason City Clinic, P.C. 401k Profit Sharing Plan and Trust
 

Mason City Clinic, P.C.

77 Plan: Mason City Clinic, P.C. 401k Profit Sharing Plan and Trust

 
 
77
11
74
88
0
10
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30
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70
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100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
7 additional years of work
Up to $89,700 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

Mason City Clinic, P.C. 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Mason City Clinic, P.C. 401k Profit Sharing Plan and Trust currently has over 200 active participants and over $75.2M in plan assets.

 

 Retirement Plan Details

Address 250 South Crescent Drive
Mason City, IA 50401 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Dana Young
Net Plan Assets $75,200,000
Total Participants 250
Avg Account Balance $300,000

 Top 3 Funds in this 401k

1. DGI Balanced Growth 40%
2. DGI Mid Cap Equity Growth 17%
3. SAAT Market Growth Strategy 7%

  Plan Service Providers

Insurance Carrier American Mutual Life Insurance
Insurance Carrier MetLife
Insurance Carrier Allianz
Insurance Carrier ING
Corporate Trustee SEI Group
Recordkeeper SEI Group
Auditor Williams & Associates, CPAS

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