Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (36)
Average in Peer Group (72)
Highest in Peer Group (89)

Plan Description

Allegiance Health Group LLC 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 73. This plan is in the top 15% of plans for Participation Rate. Allegiance Health Group LLC 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $7.8M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (73) and the top rated plan (89) could equate to:
11
Additional years of work
81,101
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3131 Princeton Pike, Bldg. 6 Suite 101
  • Location
    Lawrenceville , NJ
  • 08648
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Anasse Souidi
  • Net Plan Assets
    $7,830,000
  • Total Participants
    140
  • Avg Account Balance
    $57,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

35

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group Trust Target 52%
N/A
Principal Financial Group LifeTime Hybrid 28%
N/A
Principal Equity Income 3%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
Sterne Agee Asset Management, Inc.
Insurance Advisor/Broker
Prime Pensions, Inc.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Administration
Prime Pensions, Inc.
Investment Adviser
Wilshire
Auditor
Sobel & Co.

Articles and Questions

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