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

Ocala Eye, P.A.

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

 
 
70
38
73
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (70) and the top rated plan (85) could equate to:
[How is this calculated?]
8 additional years of work
Up to $81,000 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 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.


 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 65%
2. Schwab Money Market 7%
3. Schwab S&P 500 Index 5%

 Retirement Plan Details

Address 3130 Sw 32nd Ave
Ocala, FL 34474 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Michael Morris
Net Plan Assets $9,770,000
Total Participants 140
Avg Account Balance $70,000

  Plan Service Providers

Investment Adviser Personal Financial Profiles
Auditor Fabricant, Weissman & Darby, P.A.