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Company:
The Heart Center, P.C.
Plan:
The Heart Center, P.C. Profit Sharing Plan
 

The Heart Center, P.C.

73 Plan: The Heart Center, P.C. Profit Sharing Plan

 
 
73
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74
87
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For the average 401k participant, the 14 point difference between this plan's BrightScope Rating (73) and the top rated plan (87) could equate to:
[How is this calculated?]
8 additional years of work
Up to $155,400 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 Heart Center, P.C. Profit Sharing Plan 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. The Heart Center, P.C. Profit Sharing Plan currently has over 200 active participants and over $21.2M in plan assets.

 

 Retirement Plan Details

Address 930 Franklin St Se
Huntsville, AL 35801-4312 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Jennifer Blankenship
Sponsor John T Hartley
Net Plan Assets $21,200,000
Total Participants 280
Avg Account Balance $76,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 38%
2. Principal Large Cap S&P 500 Index 10%
3. Principal Money Market 5%

  Plan Service Providers

Auditor Beason and Nalley, Inc.
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Compass Insurance Agency, Inc.

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