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Company:
Wake Heart & Vascular Associates, P.A.
Plan:
Wake Heart & Vascular Associates, P.A. 401k Profit Sharing Plan & Trust
 

Wake Heart & Vascular Associates, P.A.

82 Plan: Wake Heart & Vascular Associates, P.A. 401k Profit Sharing Plan & Trust

 
 
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For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (82) and the top rated plan (88) could equate to:
[How is this calculated?]
4 additional years of work
Up to $65,000 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

Wake Heart & Vascular Associates, P.A. 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Wake Heart & Vascular Associates, P.A. 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $19.4M in plan assets.

 

 Retirement Plan Details

Address 4325 Lake Boone Trail, Suite 315
Raleigh, NC 27607 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator R. Lee Jobe
Net Plan Assets $19,400,000
Total Participants 160
Avg Account Balance $130,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 22%
2. John Hancock Funds II Lifestyle Balanced 19%
3. Total Limited Partnerships 12%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Triangle Securities
Recordkeeper John Hancock
Auditor Thomas Judy Tucker P.A.

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