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Company:
McFarland Clinic, P.C.
Plan:
McFarland Clinic, P.C. 401k Profit Sharing Plan
 

McFarland Clinic, P.C.

79 Plan:

 
 
79
3
65
92
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (79) and the top rated plan (92) could equate to:
[How is this calculated?]
11 additional years of work
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

McFarland Clinic, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Total Plan Cost. McFarland Clinic, P.C. 401k Profit Sharing Plan currently has over 1,500 active participants and over $211.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
25
Plan Average: 24
Top 3 Funds in this 401k
1. Schwab Personal Choice Retirement Account 27%
2. Charles Schwab Stable Value Fund 14%
3. BlackRock US Debt Index 12%

 Retirement Plan Details

Address 1215 Duff Ave.
Ames, IA 50010-5400 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Jim Dohrmann
Net Plan Assets $211,000,000
Total Participants 1,500
Avg Account Balance $140,000

  Plan Service Providers

Investment Adviser Foster Group, Inc.
Investment Adviser Marrs Wealth Management, LLC
Investment Adviser Steele Capital Management, Inc.
Investment Adviser Tatro Capital, LLC
Investment Adviser Bishop & Company Investment Mgt
Recordkeeper Charles Schwab
Auditor LWBJ Pension Consultants, LLC

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