Longview Wellness Center Inc., DBA Wellness Pointe

Form 5500 Data

Longview Wellness Center Inc., DBA Wellness Pointe

56

Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (60)
Highest in Peer Group (77)

Plan Description

Longview Wellness Center Inc., DBA Wellness Pointe 403(b) Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 56. Longview Wellness Center Inc., DBA Wellness Pointe 403(b) Plan currently has over 200 active participants and over $1.9M in plan assets.

Did you know?

For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (56) and the top rated plan (77) could equate to:
9
Additional years of work
136,740
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1107 E Marshall Ave # A
  • Location
    Longview , TX
  • 75601
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Hope Echols
  • Net Plan Assets
    $1,940,000
  • Total Participants
    220
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

28

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Funds (Capital Group) Target Date Retirement 31%
2%
American Funds Growth Fund of America 13%
86%
American Funds Bond Fund of America 8%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Durbin & Company, LLP

Articles and Questions

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