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Company:
Trinity Clinic
Plan:
Trinity Clinic 403(b) Retirement Plan
 

Trinity Clinic

84 Plan: Trinity Clinic 403(b) Retirement Plan

 
 
84
38
75
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (84) and the top rated plan (90) could equate to:
[How is this calculated?]
5 additional years of work
Up to $54,300 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

Trinity Clinic 403(b) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 84, 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, Investment Menu Quality, Participation Rate, and Salary Deferral. Trinity Clinic 403(b) Retirement Plan currently has over 200 active participants and over $26.7M in plan assets.

 

 Retirement Plan Details

Address 520 E. Douglas
Tyler, TX 75702 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Oran Ferrell
Net Plan Assets $26,700,000
Total Participants 300
Avg Account Balance $89,000

 Top 3 Funds in this 403b

1. Fidelity Freedom 2020 6%
2. Fidelity Freedom 2030 6%
3. Fidelity Spartan 500 Index 4%

  Plan Service Provider

Auditor Bkd, LLP

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