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Company:
Apogee Medical Group, Inc.
Plan:
Apogee Medical Group, Inc. 401k Plan
 

Apogee Medical Group, Inc.

64 Plan: Apogee Medical Group, Inc. 401k Plan

 
 
64
26
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (64) and the top rated plan (87) could equate to:
[How is this calculated?]
12 additional years of work
Up to $161,800 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

Apogee Medical Group, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Investment Menu Quality and Salary Deferral. Apogee Medical Group, Inc. 401k Plan currently has over 300 active participants and over $4.0M in plan assets.

 

 Retirement Plan Details

Address 2525 E Camelback Rd Ste 1100
Phoenix, AZ 85016-4282 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Karen Harwell
Net Plan Assets $4,000,000
Total Participants 400
Avg Account Balance $10,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 19%
2. John Hancock Funds II Lifestyle Balanced 14%
3. John Hancock Funds II Lifestyle Aggressive 7%

  Plan Service Providers

Auditor Michael M. Zimmerman, P.C.
Administration John Hancock
Insurance Carrier John Hancock
Insurance Advisor/Broker Sammons Securities Company, LLC
Insurance Advisor/Broker LPL Financial Corp.

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