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Company:
The Stern Cardiovascular Center P.A.
Plan:
The Stern Cardiovascular Center Profit Sharing Trust
 

The Stern Cardiovascular Center P.A.

72 Plan: The Stern Cardiovascular Center Profit Sharing Trust

 
 
72
39
76
88
0
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For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (72) and the top rated plan (88) could equate to:
[How is this calculated?]
10 additional years of work
Up to $65,800 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

The Stern Cardiovascular Center Profit Sharing Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Total Plan Cost. The Stern Cardiovascular Center Profit Sharing Trust currently has over 100 active participants and over $30.6M in plan assets.

 

 Retirement Plan Details

Address 8060 Wolf River Blvd.
Germantown, TN 38138 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Deborah Eddlestone
Net Plan Assets $30,600,000
Total Participants 190
Avg Account Balance $170,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 22%
2. Longleaf Partners 10%
3. American Funds Growth Fund of America 9%

  Plan Service Providers

Insurance Carrier MetLife
Insurance Advisor/Broker Eward S. Felsenthal
Recordkeeper Ascensus, Inc.
Auditor Watkins Uiberall, PLLC

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