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Company:
American Optometric Association
Plan:
AOA 401k Plan
 

American Optometric Association

72 Plan: AOA 401k Plan

 
 
72
25
75
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (72) and the top rated plan (86) could equate to:
[How is this calculated?]
8 additional years of work
Up to $110,800 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

AOA 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Participation Rate. AOA 401k Plan currently has over 100 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 243 North Lindbergh
St. Louis, MO 63141 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Sarah Bishop
Net Plan Assets $6,700,000
Total Participants 110
Avg Account Balance $63,000

 Top 3 Funds in this 401k

1. Federated Capital Preservation Fund 15%
2. PIMCO Total Return 11%
3. Davis New York Venture 8%

  Plan Service Providers

Investment Adviser Retirement Plan Services, LLC
Recordkeeper Retirement Plan Services, LLC
Auditor Bkd, LLP

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