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Company:
Simon Williamson Clinic, P.C.
Plan:
Simon Williamson Clinic, P.C. 401k Profit Sharing Plan
 

Simon Williamson Clinic, P.C.

77 Plan: Simon Williamson Clinic, P.C. 401k Profit Sharing Plan

 
 
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For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (77) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $44,100 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

Simon Williamson Clinic, P.C. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. Simon Williamson Clinic, P.C. 401k Profit Sharing Plan currently has over 200 active participants and over $23.2M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 832 Princeton Avenue Sw
Birmingham, AL 35211-1323 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator John Dumas
Net Plan Assets $23,200,000
Total Participants 210
Avg Account Balance $110,000

 Compare Other Companies in Peer Group

Indianapolis Neurosurgical Group 83.8
Piedmont Healthcare for Women 79.0
Platte Valley Medical Group, P.C. 78.7
Healthcare South P.C. 77.0
South Bend Orthopaedic Associates 74.5
San Bernardino Medical Group 68.4

 Top 3 Funds in this 401k

1. Vanguard Total Bond Market Index 13%
2. Vanguard 500 Index 11%
3. Vanguard VGI Brokerage Option 7%

  Plan Service Providers

Recordkeeper Vanguard Group
Auditor Pearce, Bevill, Leesburg & Moore, PC

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