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Company:
MedicAlert Foundation
Plan:
MedicAlert 401k Salary Reduction Plan & Trust
 

MedicAlert Foundation

54 Plan:

 
 
54
18
55
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (54) and the top rated plan (86) could equate to:
[How is this calculated?]
17 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

MedicAlert 401k Salary Reduction Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Investment Menu Quality. MedicAlert 401k Salary Reduction Plan & Trust currently has over 100 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address 2323 Colorado Ave
Turlock, CA 95382-2018 
Industry All Other Personal Services
Administrator Kenton Whitfield
Net Plan Assets $1,960,000
Total Participants 170
Avg Account Balance $12,000

 Top 3 Funds in this 401k

1. Lincoln Financial Short Term (SA14) 16%
2. Lincoln Financial Guaranteed Account 12%
3. Lincoln Financial Large Capitalization Equity (SA23) 7%

  Plan Service Providers

Auditor Berger & Company, CPAS
Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Gf Siegalkoff
Insurance Advisor/Broker American Buying Retirement Services

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