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Company:
Heart of America Management LLC
Plan:
Heart of America 401k Plan
 

Heart of America Management LLC

51 Plan: Heart of America 401k Plan

 
 
51
3
49
82
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (51) and the top rated plan (82) could equate to:
[How is this calculated?]
13 additional years of work
Up to $203,200 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

Heart of America 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 35% of plans for Investment Menu Quality. Heart of America 401k Plan currently has over 600 active participants and over $5.8M in plan assets.

 

 Retirement Plan Details

Address 1501 River Drive
Moline, IL 61265-1307 
Industry Hotels (except Casino Hotels) and Motels
Administrator Charles Ullrich
Net Plan Assets $5,780,000
Total Participants 610
Avg Account Balance $9,500

 Top 3 Funds in this 401k

1. Principal Bond & Mortgage Securities 13%
2. Principal MidCap Growth III 10%
3. Fidelity Advisor Small Cap 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Securian Financial Group, Inc.
Insurance Advisor/Broker Qualified Plan Consultants, LLC
Administration Principal Financial Group
Auditor Carpentier, Mitchell, Goddard & Co

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