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Company:
Howell Allen Clinic
Plan:
Howell Allen Clinic Profit Sharing 401k Plan
 

Howell Allen Clinic

81 Plan: Howell Allen Clinic Profit Sharing 401k Plan

 
 
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88
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (81) and the top rated plan (88) could equate to:
[How is this calculated?]
5 additional years of work
Up to $24,100 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

Howell Allen Clinic Profit Sharing 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81. This plan is in the top 15% of plans for Company Generosity, Investment Menu Quality, and Participation Rate. Howell Allen Clinic Profit Sharing 401k Plan currently has over 100 active participants and over $12.6M in plan assets.

 

 Retirement Plan Details

Address 2011 Murphy Avenue, Suite 301
Nashville, TN 37203 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Scott Butler, Cfo
Sponsor Gregory B. Lanford, Md
Net Plan Assets $12,600,000
Total Participants 190
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 70%
2. John Hancock Funds II Lifestyle Growth 12%
3. John Hancock Funds II Lifestyle Balanced 3%

  Plan Service Providers

Insurance Carrier John Hancock
Corporate Trustee TrustCore Financial, Inc.
Investment Adviser TrustCore Financial, Inc.
Auditor Carter Lankford CPAS

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