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Company:
UGI HVAC Enterprises, Inc.
Plan:
UGI HVAC Enterprises, Inc. Savings Plan
 

UGI HVAC Enterprises, Inc.

60 Plan: UGI HVAC Enterprises, Inc. Savings Plan

 
 
60
21
60
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (60) and the top rated plan (86) could equate to:
[How is this calculated?]
13 additional years of work
Up to $151,300 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

UGI HVAC Enterprises, Inc. Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. This plan is in the top 15% of plans for Total Plan Cost. UGI HVAC Enterprises, Inc. Savings Plan currently has over 500 active participants and over $17.0M in plan assets.

 

 Retirement Plan Details

Address P. O. Box 12677
Suite 360
Reading, PA 19612 
Industry Plumbing, Heating, and Air-Conditioning Contractors
Administrator James L. Budd
Net Plan Assets $17,000,000
Total Participants 590
Avg Account Balance $29,000

 Top 3 Funds in this 401k

1. Vanguard Institutional Index 14%
2. Vanguard Extended Market Index 11%
3. Vanguard Target Retirement 2025 9%

  Plan Service Provider

Auditor Morison Cogen, LLP

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