Heritage Oaks Bank
61
Plan:
Heritage Oaks Bank Retirement Plan
10
65
77
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (61) and the top rated plan (77) could equate to:
[How is this calculated?]
[How is this calculated?]
7 additional years of work Up to $114,200 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
Heritage Oaks Bank Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 61. This plan is in the top 15% of plans for Investment Menu Quality. Heritage Oaks Bank Retirement Plan currently has over 200 active participants and over $4.9M in plan assets.
Retirement Plan Details
| Address |
545 12th Street
Paso Robles, CA 93446-2202 |
| Industry | Commercial Banking |
| Administrator | Lawrence P Ward Or Michael J Morris |
| Net Plan Assets | $4,900,000 |
| Total Participants | 250 |
| Avg Account Balance | $19,000 |
Compare Other Companies in Peer Group
| Idaho Independent Bank | 67.7 |
| Fidelity Bank | 62.3 |
| First Volunteer | 60.8 |
| Citizens National Bank | 59.4 |
| The Savannah Bancorp | 56.1 |
| Town North Bank, N.A. | 16.7 |
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