Allwell Behavioral Health Services
Form 5500 DataOverview
Plan Description
Did you know?
Plan Details
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 2845 Bell Street
-
LocationZanesville , OH43701
-
IndustryHealth Care and Social Assistance
-
AdministratorJames A Mcdonald
-
Net Plan Assets$3,670,000
-
Total Participants340
-
Avg Account Balance$12,000
Plan Components
Component Ratings
Design
Performance
Design
Performance
Peer Group Plans
Company | Rating |
---|---|
Minute Man Arc For Human Services | 60.0 |
Cenikor Foundation | 58.9 |
Community Progress Council | 55.2 |
Childhelp | 50.5 |
Community Living & Support Services | 44.7 |
TLCS | 44.6 |
Top Industry Articles
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Much of the text of the complaint is dedicated to detailing the reduction in the average fees paid by large U.S. retirement plans for both investments and administrative services.
Investments
Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
---|---|---|
VALIC Fixed Account Plus | 25% |
N/A
|
VALIC I Stock Index | 11% |
N/A
|
VALIC I Mid Cap Index | 10% |
N/A
|
|
100%
|
|
|
100%
|
|
|
100%
|
|
|
100%
|
View all funds in this plan
Providers
Plan Service Providers
SERVICE | PROVIDER |
---|---|
Insurance Carrier
|
Valic
|
Insurance Advisor/Broker
|
Martin J. Roesch
|
Insurance Advisor/Broker
|
Robert A. Hyneman
|
Insurance Advisor/Broker
|
Dean Thomas Koller
|
Insurance Advisor/Broker
|
Velasquez, Andres
|
Investment Adviser
|
Valic
|
Legal Counsel
|
Valic
|
Recordkeeper
|
Valic
|
Auditor
|
Co&Co Tax and Accounting Services
|
Articles and Questions

Boeing Fee Settlement Highlights the High Bar for Large Plans
Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves
Popular Questions
See more questions-
I have 100% of my retirement money in a target date fund. Do you consider that diversified enough or not?17 answers17answers
-
What is a ROTH IRA Tax Credit?2 answers2answers
-
Am I saving enough for retirement?8 answers8answers
-
Do I need to repay the 10k loan from my IRA tha I will use to purchase a home as a first time home owner?2 answers2answers
-
Should I purchase an Annuity for my retirement?5 answers5answers
Have a question about retirement plans?
