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Company:
Heritage Financial Group, Inc.
Plan:
Heritage Financial Group, Inc. 401k Plan & Trust
 

Heritage Financial Group, Inc.

57 Plan: Heritage Financial Group, Inc. 401k Plan & Trust

 
 
57
27
59
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (57) and the top rated plan (83) could equate to:
[How is this calculated?]
12 additional years of work
Up to $133,100 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

Heritage Financial Group, Inc. 401k Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 57. This plan is in the top 15% of plans for Investment Menu Quality. Heritage Financial Group, Inc. 401k Plan & Trust currently has over 200 active participants and over $5.4M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 120 W Lexington Ave
Elkhart, IN 46516-3117 
Industry Lessors of Residential Buildings and Dwellings
Administrator Brian Smith
Net Plan Assets $5,420,000
Total Participants 280
Avg Account Balance $20,000

 Compare Other Companies in Peer Group

Metroplex 62.4
Hendersen-Webb 60.6
Gannon Services Company 59.2
The Holladay 58.3
Fairfield Properties 56.2
J.A. Peterson Enterprises 55.9

 Top 3 Funds in this 401k

1. Lincoln Financial Large Capitalization Equity (SA23) 16%
2. Lincoln Financial Short Term (SA14) 14%
3. Lincoln Financial Global Small Capitalization 13%

  Plan Service Providers

Auditor Burnham and Beyler LLP
Insurance Advisor/Broker Baden Retirement Plan Services
Insurance Advisor/Broker Lincoln Financial
Insurance Carrier Lincoln Financial

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