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Company:
Heyl, Royster, Voelker & Allen P.C.
Plan:
Heyl, Royster, Voelker & Allen P.C. Profit Sharing & 401k Plan
 

Heyl, Royster, Voelker & Allen P.C.

78 Plan: Heyl, Royster, Voelker & Allen P.C. Profit Sharing & 401k Plan

 
 
78
43
81
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (78) and the top rated plan (89) could equate to:
[How is this calculated?]
8 additional years of work
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

Heyl, Royster, Voelker & Allen P.C. Profit Sharing & 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 78. This plan is in the top 15% of plans for Account Balances. Heyl, Royster, Voelker & Allen P.C. Profit Sharing & 401k Plan currently has over 300 active participants and over $37.9M in plan assets.

 

 Retirement Plan Details

Address 124 Sw Adams St Suite 600
Peoria, IL 61602 
Industry Offices of Lawyers
Administrator James Moehlenhof
Net Plan Assets $37,900,000
Total Participants 320
Avg Account Balance $120,000

 Top 3 Funds in this 401k

1. William Blair International Equity 17%
2. Self-Directed Brokerage Accounts 11%
3. American Funds Growth Fund of America 10%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier MetLife
Insurance Carrier MassMutual
Insurance Carrier Penn Mutual
Recordkeeper Charles Schwab
Investment Adviser David Vaughn Inv. Inc
Investment Adviser William Blair
Auditor Clifton Gunderson

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