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Company:
OrthoCarolina, P.A.
Plan:
OrthoCarolina, P.A. 401k Profit Sharing Plan
 

OrthoCarolina, P.A.

79 Plan: OrthoCarolina, P.A. 401k Profit Sharing Plan

 
 
79
42
76
92
0
10
20
30
40
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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?]
10 additional years of work
Up to $39,600 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

OrthoCarolina, P.A. 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 Company Generosity and Total Plan Cost. OrthoCarolina, P.A. 401k Profit Sharing Plan currently has over 1,600 active participants and over $126.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Vanguard Target Retirement 2025 13%
2. Vanguard Target Retirement 2015 12%
3. Vanguard Target Retirement 2035 9%

 Retirement Plan Details

Address 4601 Park Road Suite 250
Charlotte, NC 28209-3239 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Kristin Cornwell
Sponsor Brent Shear
Net Plan Assets $127,000,000
Total Participants 1,600
Avg Account Balance $79,000

  Plan Service Providers

Recordkeeper Vanguard Group
Auditor CliftonLarsonAllen LLP