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Company:
Tidewell Hospice
Plan:
Tidewell Hospice Retirement Plan
 

Tidewell Hospice

62 Plan: Tidewell Hospice Retirement Plan

 
 
62
17
47
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (62) and the top rated plan (74) could equate to:
[How is this calculated?]
5 additional years of work
Up to $90,000 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

Tidewell Hospice Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 62, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Company Generosity and Investment Menu Quality. Tidewell Hospice Retirement Plan currently has over 900 active participants and over $19.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
21
Plan Average: 24
Top 3 Funds in this 403b
1. Lincoln Financial Stable Value 22%
2. VALIC Fixed Account Plus 8%
3. PIMCO Total Return 7%

 Retirement Plan Details

Address 6310 Capital Drive
Lakewood Ranch, FL 34202-5013 
Industry Health Care and Social Assistance
Administrator Julie Schilson
Net Plan Assets $19,700,000
Total Participants 990
Avg Account Balance $28,000

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier Valic
Insurance Advisor/Broker Drew K. Najjar
Insurance Advisor/Broker Jeffrey A. Hunt
Insurance Advisor/Broker Carolyn G. Garvey
Insurance Advisor/Broker David B. Helgager
Insurance Advisor/Broker Gregg Alan Hudak
Administration Lincoln Financial
Auditor Kerkering, Barberio & Co, Pa

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