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Company:
XLNT Veterinary Care, Inc.
Plan:
XLNT Retirement Plan
 

XLNT Veterinary Care, Inc.

62 Plan: XLNT Retirement Plan

 
 
62
5
55
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (62) and the top rated plan (89) could equate to:
[How is this calculated?]
14 additional years of work
Up to $210,500 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

XLNT Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 62. This plan is in the top 15% of plans for Investment Menu Quality. XLNT Retirement Plan currently has over 400 active participants and over $2.0M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
19
Plan Average: 24
Top 3 Funds in this 401k
1. Principal LifeTime 2030 24%
2. Principal LifeTime 2040 11%
3. Principal International I 8%

 Retirement Plan Details

Address 560 South Winchester Blvd., Suite 5
San Jose, CA 95128-2560 
Industry Offices of All Other Miscellaneous Health Practitioners
Administrator Amanda Lewis
Sponsor Kyle Morse
Net Plan Assets $2,000,000
Total Participants 400
Avg Account Balance $6,300

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker David William Hodges

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