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Company:
The Heart Group, P.C.
Plan:
The Heart Group, P.C. Retirement Plan
 

The Heart Group, P.C.

76 Plan: The Heart Group, P.C. Retirement Plan

 
 
76
38
76
88
0
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For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (76) and the top rated plan (88) could equate to:
[How is this calculated?]
8 additional years of work
Up to $3,200 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

The Heart Group, P.C. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Participation Rate. The Heart Group, P.C. Retirement Plan currently has over 200 active participants and over $19.7M in plan assets.

 

 Retirement Plan Details

Address 415 West Columbia Street
Evansville, IN 47710 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator D. Deann Hunt
Net Plan Assets $19,700,000
Total Participants 210
Avg Account Balance $100,000

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 8%
2. John Hancock Funds II Lifestyle Growth 7%
3. Oppenheimer Developing Markets 4%

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker Thoroughbred Financial Services
Recordkeeper John Hancock
Auditor Bkd, LLP

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