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Company:
Hertz Associates Ltd.
Plan:
Hertz Associates Ltd. Profit Sharing Plan
 

Hertz Associates Ltd.

80 Plan: Hertz Associates Ltd. Profit Sharing Plan

 
 
80
39
72
91
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 (80) and the top rated plan (91) could equate to:
[How is this calculated?]
7 additional years of work
Up to $114,400 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

Hertz Associates Ltd. Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Hertz Associates Ltd. Profit Sharing Plan currently has over 100 active participants and over $22.3M in plan assets.

 

 Retirement Plan Details

Address 415 S 11th Street
Nevada, IA 50201 
Industry Agriculture, Forestry, Fishing and Hunting
Administrator Kathleen M. Strum
Sponsor Loyd A. Brown
Net Plan Assets $22,300,000
Total Participants 140
Avg Account Balance $160,000

 Compare Other Companies in Peer Group

Brandt Consolidated 79.0
Dairylea Cooperative 76.3
Western Growers Association 69.2
Servi-Tech 68.7
Ag Partners, LLC 67.0
NEW Cooperative 66.3

 Top 3 Funds in this 401k

1. Total Real Estate Investments 12%
2. T. Rowe Price Retirement 2030 8%
3. T. Rowe Price Retirement 2020 6%

  Plan Service Providers

Corporate Trustee T. Rowe Price
Recordkeeper T. Rowe Price
Auditor Denman & Company LLP

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