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Company:
Ferrell-Duncan Clinic, Inc.
Plan:
Ferrell-Duncan Clinic, Inc. Money Purchase Pension Plan
 

Ferrell-Duncan Clinic, Inc.

91 Plan:

 
 
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Congratulations! This plan has the highest rating in its peer group.
 

Retirement Plan Description

Ferrell-Duncan Clinic, Inc. Money Purchase Pension Plan is a defined contribution plan. This plan has a BrightScope Rating of 91, 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. Ferrell-Duncan Clinic, Inc. Money Purchase Pension Plan currently has over 100 active participants and over $70.5M in plan assets.

 

 Retirement Plan Details

Address 1001 East Primrose
Springfield, MO 65807 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Ida M. Coyan
Net Plan Assets $70,500,000
Total Participants 170
Avg Account Balance $430,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 80%
2. American Funds Growth Fund of America 3%
3. American Funds Money Market 2%

  Plan Service Providers

Insurance Carrier MassMutual
Insurance Carrier Reassure America Life Insurance Co.
Insurance Advisor/Broker James M Cumpton
Insurance Advisor/Broker Alvin D Cohen
Recordkeeper Newport Group
Investment Adviser UBS
Investment Adviser Charles Schwab
Investment Adviser Bank of America Merrill Lynch
Investment Adviser Rochdale Investment Management
Investment Adviser Morgan Stanley Smith Barney
Corporate Trustee Wilmington Trust Corp.
Investment Adviser Trend Management, LLC
Auditor Bkd, LLP

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