Ocala Eye, P.A. Restated Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Company Generosity. Ocala Eye, P.A. Restated Profit Sharing Plan currently has over 100 active participants and over $9.8M in plan assets.
|1.||Schwab Personal Choice Retirement Account||65%|
|2.||Schwab Money Market||7%|
|3.||Schwab S&P 500 Index||5%|
3130 Sw 32nd Ave
Ocala, FL 34474
|Industry||Offices of Physicians (except Mental Health Specialists)|
|Net Plan Assets||$9,770,000|
|Avg Account Balance||$70,000|
|Springfield Medical Associates||80.0|
|The Urology Center of Colorado, P.C||73.3|
|Carolina Orthopaedic Specialists,...||72.5|
|University Orthopedic Center, Ltd.||72.2|
|Bone & Joint Clinic, S.C.||71.3|
|Investment Adviser||Personal Financial Profiles|
|Auditor||Fabricant, Weissman & Darby, P.A.|
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.