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Company:
The Heart Group, Ltd.
Plan:
The Heart Group, Ltd. Profit Sharing Plan and Trust
 

The Heart Group, Ltd.

48 Plan:

 
 
48
25
76
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 40 point difference between this plan's BrightScope Rating (48) and the top rated plan (88) could equate to:
[How is this calculated?]
19 additional years of work
Up to $227,900 in lost retirement 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.

 

Retirement Plan Description

The Heart Group, Ltd. Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Account Balances. The Heart Group, Ltd. Profit Sharing Plan and Trust currently has over 200 active participants and over $24.9M in plan assets.

 

 Retirement Plan Details

Address 217 Harrisburg Ave
Lancaster, PA 17603 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Matthew Neiswender
Net Plan Assets $24,900,000
Total Participants 210
Avg Account Balance $120,000

 Top 3 Funds in this 401k

1. DWS Equity 500 Index 11%
2. DWS US Bond Index 6%
3. DWS EAFE Equity Index 6%

  Plan Service Provider

Auditor ParenteBeard, LLC

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