Yium, Shenouda & Miller PTRSHP d/b/a Nephrology Associates

Form 5500 Data

Yium, Shenouda & Miller PTRSHP d/b/a Nephrology Associates

70
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (40)
Average in Peer Group (75)
Highest in Peer Group (92)

Plan Description

Nephrology Associates 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Company Generosity and Participation Rate. Nephrology Associates 401k Profit Sharing Plan currently has over 200 active participants and over $12.8M in plan assets.

Did you know?

For the average 401k participant, the 22 point difference between this plan's BrightScope Rating (70) and the top rated plan (92) could equate to:
15
Additional years of work
79,224
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 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3810 Brainerd Road
  • Location
    Chattanooga , TN
  • 37411
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Mandeep Grewal
  • Net Plan Assets
    $12,800,000
  • Total Participants
    250
  • Avg Account Balance
    $51,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Below Avg.
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

63

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 28%
27%
Total Other Mutual Funds 16%
N/A
Total Common Stocks 16%
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
Investment Adviser
First Tennessee Brokerage, Inc.
Investment Adviser
UBS Financial Services, Inc.
Investment Adviser
Vanguard Group
Investment Adviser
David Alan Sheaffer
Auditor
Henderson Hutcherson & McCullough

Articles and Questions

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