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Company:
Southwest Medical Associates, Inc.
Plan:
Southwest Medical Associates, Inc. Profit Sharing and Salary Deferral Plan
 

Southwest Medical Associates, Inc.

72 Plan: Southwest Medical Associates, Inc. Profit Sharing and Salary Deferral Plan

 
 
72
35
74
87
0
10
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30
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100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $66,500 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

Southwest Medical Associates, Inc. Profit Sharing and Salary Deferral Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72. This plan is in the top 15% of plans for Total Plan Cost. Southwest Medical Associates, Inc. Profit Sharing and Salary Deferral Plan currently has over 100 active participants and over $10.7M in plan assets.

 

 Retirement Plan Details

Address 6100 Pan American Freeway Ne
Albuquerque, NM 87109 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Dennis Cox
Net Plan Assets $10,700,000
Total Participants 140
Avg Account Balance $75,000

 Top 3 Funds in this 401k

1. Janus 14%
2. Harbor International 12%
3. JPMorgan Small Cap Equity 10%

  Plan Service Providers

Auditor Burt & Co.
Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)

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