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Company:
Hospice of the Valley
Plan:
Hospice of the Valley 401k Plan & Trust Agreement
 

Hospice of the Valley

58 Plan: Hospice of the Valley 401k Plan & Trust Agreement

 
 
58
17
54
80
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (58) and the top rated plan (80) could equate to:
[How is this calculated?]
10 additional years of work
Up to $139,300 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

Hospice of the Valley 401k Plan & Trust Agreement is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Participation Rate. Hospice of the Valley 401k Plan & Trust Agreement currently has over 1,900 active participants and over $42.6M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
20
Plan Average: 24
Top 3 Funds in this 401k
1. Principal Stable Value Fund 13%
2. PIMCO All Asset All Authority 12%
3. PIMCO Total Return 11%

 Retirement Plan Details

Address 1510 E Flower St
Phoenix, AZ 85014-5656 
Industry Health Care and Social Assistance
Administrator Deborah Shumway
Net Plan Assets $42,600,000
Total Participants 2,000
Avg Account Balance $23,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Investment Adviser Miller/Russell & Associates
Auditor Mayer Hoffman McCann

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