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Company:
Jacksonville Orthopaedic Institute, P.A.
Plan:
Jacksonville Orthopaedic Institute, P.A. 401k Salary Reduction Plan & Trust
 

Jacksonville Orthopaedic Institute, P.A.

73 Plan: Jacksonville Orthopaedic Institute, P.A. 401k Salary Reduction Plan & Trust

 
 
73
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86
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For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (73) and the top rated plan (86) could equate to:
[How is this calculated?]
7 additional years of work
Up to $33,300 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

Jacksonville Orthopaedic Institute, P.A. 401k Salary Reduction Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Jacksonville Orthopaedic Institute, P.A. 401k Salary Reduction Plan & Trust currently has over 300 active participants and over $23.1M in plan assets.

 

 Retirement Plan Details

Address 1325 San Marco Blvd., Suite 701
Jacksonville, FL 32207 
Industry Offices of Physicians, Mental Health Specialists
Administrator Michael Scharf
Net Plan Assets $23,100,000
Total Participants 360
Avg Account Balance $68,000

 Top 3 Funds in this 401k

1. American Funds Growth Fund of America 14%
2. American Funds EuroPacific Growth 12%
3. American Funds Fundamental Investors 10%

  Plan Service Providers

Investment Adviser Ingham & Co.
Administration Ingham & Co.
Auditor LBA Certified Public Accountants

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