Overview

Plan Rating

BrightScope Rating
91
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (74)
Highest in Peer Group (91)

Plan Description

Aurora Denver Cardiology Associates, P.C. Profit-Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 91, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. Aurora Denver Cardiology Associates, P.C. Profit-Sharing Plan currently has fewer than 100 active participants and over $18.7M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 10103 Ridgegate Pkwy Ste 103
  • Location
    Lone Tree , CO
  • 80124
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Kim Pacifico
  • Net Plan Assets
    $18,700,000
  • Total Participants
    97
  • Avg Account Balance
    $190,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

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

Investments

Investment Menu Stats

# of Investment Options

11

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Russell Investment LifePoints Growth Strategy 20%
84%
Russell Investment LifePoints Balanced Strategy 17%
84%
Russell Investment LifePoints Equity Growth Strategy 15%
77%
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
Empower
Investment Adviser
Halbert, Hargrove/Russell, LLC
Recordkeeper
Empower
Auditor
Holm Ryan Truitt Hall, LLC

Articles and Questions

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