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Company:
Texas Regional Heart Center
Plan:
Texas Regional Heart Center 401k Plan
 

Texas Regional Heart Center

76 Plan: Texas Regional Heart Center 401k Plan

 
 
76
14
66
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (76) and the top rated plan (87) could equate to:
[How is this calculated?]
7 additional years of work
Up to $32,600 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

Texas Regional Heart Center 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Company Generosity and Salary Deferral. Texas Regional Heart Center 401k Plan currently has over 100 active participants and over $3.7M in plan assets.

 

 Retirement Plan Details

Address 6601 Preston Rd
Plano, TX 75024-2502 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Marc Shalek
Net Plan Assets $3,660,000
Total Participants 120
Avg Account Balance $30,000

 Top 3 Funds in this 401k

1. Principal LifeTime 2030 12%
2. Principal LifeTime 2040 8%
3. Principal LifeTime 2020 8%

  Plan Service Providers

Investment Adviser Morningstar, Inc.
Administration Morningstar, Inc.
Administration Principal Financial Group
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Northwestern Mutual
Auditor Huselton, Morgan & Maultsby

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