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Company:
Heritage Enterprises, Inc.
Plan:
Heritage Enterprises, Inc. Retirement Savings Plan
 

Heritage Enterprises, Inc.

44 Plan: Heritage Enterprises, Inc. Retirement Savings Plan

 
 
44
25
46
76
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (44) and the top rated plan (76) could equate to:
[How is this calculated?]
13 additional years of work
Up to $239,900 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

Heritage Enterprises, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 44. This plan is in the top 15% of plans for Investment Menu Quality. Heritage Enterprises, Inc. Retirement Savings Plan currently has over 1,900 active participants and over $10.9M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 115 W Jefferson St. Suite 401
Bloomington, IL 61702-3183 
Industry Health Care and Social Assistance
Administrator Connie Hoselton
Net Plan Assets $10,900,000
Total Participants 1,900
Avg Account Balance $5,600

 Compare Other Companies in Peer Group

The Kendal 49.0
H.C.F.A. Associates Corporation... 48.8
ABCM 47.1
Capital Senior Living 46.7
Crestwood Behavioral Health 44.0
Merrimack Health Group 42.9

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Balanced 19%
2. John Hancock Funds II Lifestyle Growth 17%
3. John Hancock Funds II Lifestyle Moderate 9%

  Plan Service Providers

Insurance Carrier John Hancock
Recordkeeper John Hancock
Auditor Sulaski & Webb, CPAS
Insurance Advisor/Broker LPL Financial Corp.

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