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Company:
Ocala Eye, P.A.
Plan:
Ocala Eye, P.A. Restated Profit Sharing Plan
 

Ocala Eye, P.A.

68 Plan: Ocala Eye, P.A. Restated Profit Sharing Plan

 
 
68
38
91
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 (68) and the top rated plan (91) could equate to:
[How is this calculated?]
14 additional years of work
Up to $80,400 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

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 68. 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 $13.3M in plan assets.


 Investment Menu Statistics

No. of Investment Options
23
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Schwab Personal Choice Retirement Account 64%
2. Schwab Money Market 7%
3. Schwab S&P 500 Index 4%

 Retirement Plan Details

Address 3130 Sw 32nd Ave
Ocala, FL 34474 
Industry Offices of Physicians (except Mental Health Specialists)
Net Plan Assets $13,300,000
Total Participants 180
Avg Account Balance $88,000

 
Plan Service Providers

Investment Adviser Personal Financial Profiles
Investment Adviser Schafer Capital Management, Inc
Auditor Fabricant, Weissman & Darby, P.A.