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Company:
Heartland Bank
Plan:
Heartland Bank 401k Profit Sharing Plan
 

Heartland Bank

63 Plan: Heartland Bank 401k Profit Sharing Plan

 
 
63
22
65
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (63) and the top rated plan (87) could equate to:
[How is this calculated?]
13 additional years of work
Up to $105,100 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

Heartland Bank 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Investment Menu Quality. Heartland Bank 401k Profit Sharing Plan currently has over 100 active participants and over $3.8M in plan assets.

 

 Retirement Plan Details

Address 850 North Hamilton Road
Gahanna, OH 43230-1757 
Industry Commercial Banking
Administrator George R. Smith
Net Plan Assets $3,810,000
Total Participants 160
Avg Account Balance $24,000

 Top 3 Funds in this 401k

1. Heartland BancCorp Common Stock 25%
2. Thornburg Value 18%
3. Nationwide Fixed Income Fund 8%

  Plan Service Providers

Insurance Carrier Nationwide
Insurance Advisor/Broker Raymond James
Recordkeeper Nationwide
Recordkeeper Raymond James
Auditor Rea & Associates, Inc.

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