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Company:
Trinity Clinic
Plan:
Trinity Clinic 401(a) Plan
 

Trinity Clinic

58 Plan: Trinity Clinic 401(a) Plan

 
 
58
40
70
85
0
10
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30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (58) and the top rated plan (85) could equate to:
[How is this calculated?]
12 additional years of work
Up to $203,500 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

Trinity Clinic 401(a) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Company Generosity, Investment Menu Quality, Participation Rate, and Total Plan Cost. Trinity Clinic 401(a) Plan currently has over 200 active participants and over $7.6M in plan assets.

 

 Retirement Plan Details

Address 520 Douglas Blvd
Tyler, TX 75702-8307 
Industry Offices of Physicians, Mental Health Specialists
Administrator Oran Ferrell
Sponsor Oran Ferrel
Net Plan Assets $7,580,000
Total Participants 260
Avg Account Balance $29,000

 Top 3 Funds in this 401k

1. Fidelity Retirement Money Market 5%
2. Fidelity Mid-Cap Stock 5%
3. Fidelity Freedom 2010 4%

  Plan Service Provider

Auditor Henry & Peters, P.C.

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