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Company:
The Orthopedic Clinic Association, PC
Plan:
The Orthopedic Clinic Association, PC Profit Sharing Thrift Plan
 

The Orthopedic Clinic Association, PC

81 Plan: The Orthopedic Clinic Association, PC Profit Sharing Thrift Plan

 
 
81
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72
87
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (81) and the top rated plan (87) could equate to:
[How is this calculated?]
5 additional years of work
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 Orthopedic Clinic Association, PC Profit Sharing Thrift Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 81, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity. The Orthopedic Clinic Association, PC Profit Sharing Thrift Plan currently has over 100 active participants and over $9.4M in plan assets.

 

 Retirement Plan Details

Address 2222 East Highland Ave
Phoenix, AZ 85016 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Kendra Balazs
Net Plan Assets $9,390,000
Total Participants 170
Avg Account Balance $58,000

 Top 3 Funds in this 401k

1. Schwab Managed Retirement 2020 40%
2. Schwab Managed Retirement 2030 17%
3. Self-Directed Brokerage Accounts 16%

  Plan Service Provider

Auditor Evers Robinson Ltd

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