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Company:
Arizona Oncology Services Physicians, PLLC
Plan:
AOS 401k Plan and Trust
 

Arizona Oncology Services Physicians, PLLC

79 Plan: AOS 401k Plan and Trust

 
 
79
14
73
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (79) and the top rated plan (87) could equate to:
[How is this calculated?]
6 additional years of work
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

AOS 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Participation Rate and Salary Deferral. AOS 401k Plan and Trust currently has over 100 active participants and over $7.9M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
12
Plan Average: 24
Top 3 Funds in this 401k
1. Self-Directed Brokerage Accounts 81%
2. Schwab S&P 500 Index 5%
3. American Century Equity Income 4%

 Retirement Plan Details

Address 300 W Clarendon Ste 350
Phoenix, AZ 85013 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Wendy Capraro
Net Plan Assets $7,890,000
Total Participants 120
Avg Account Balance $66,000

  Plan Service Provider

Auditor Klecka, Wilkins & Klecka

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