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Company:
Naples Medical Center, P.A.
Plan:
Naples Medical Center, P.A. 401k Profit Sharing Plan
 

Naples Medical Center, P.A.

77 Plan: Naples Medical Center, P.A. 401k Profit Sharing Plan

 
 
77
38
74
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (77) and the top rated plan (90) could equate to:
[How is this calculated?]
10 additional years of work
Up to $14,500 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

Naples Medical Center, P.A. 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 Company Generosity and Participation Rate. Naples Medical Center, P.A. 401k Profit Sharing Plan currently has over 200 active participants and over $14.6M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
38
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Key Guaranteed Portfolio Fund 27%
2. PIMCO Total Return 9%
3. MFS Value 7%

 Retirement Plan Details

Address 400 Eighth Street North
Naples, FL 34102 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Kathleen A. Phelps
Net Plan Assets $14,600,000
Total Participants 200
Avg Account Balance $72,000

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Lee Spielman
Insurance Advisor/Broker Kearsley Lewis
Insurance Advisor/Broker Karen M. Chancy
Administration Acuff & Associates, Inc.
Auditor Wentzel, Berry, Wentzel & Phillips

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