Cardiovascular Associates, Ltd. 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 and Company Generosity. Cardiovascular Associates, Ltd. Profit Sharing Plan currently has over 100 active participants and over $22.1M in plan assets.
|1.||American Century One Choice 2015||13%|
|2.||First Eagle Global||9%|
|3.||BlackRock Global Allocation||8%|
5700 Cleveland St., Ste 228
Virginia Beach, VA 23462-1752
|Industry||Offices of Physicians (except Mental Health Specialists)|
|Net Plan Assets||$22,100,000|
|Avg Account Balance||$160,000|
|Minneapolis Radiation Oncology...||82.6|
|Clean Air Engineering||74.1|
|OSF Saint Elizabeth Medical Center||65.3|
|Board of Trustees of the Sheet...||61.9|
|Consultant||UBS Financial Services, Inc.|
|Recordkeeper||ABN AMRO Trust Services Company|
|Investment Adviser||Cherry, Bekaert & Holland, LLP|
|Consultant||Cherry, Bekaert & Holland, LLP|
|Investment Adviser||Mcphillips, Roberts & Deans Plc|
|Consultant||Mcphillips, Roberts & Deans Plc|
|Auditor||Cherry, Bekaert & Holland, LLP|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.