Home  >   401k Directory   >   Heritage Trust Federal Credit Union
 
Company:
Heritage Trust Federal Credit Union
Plan:
Heritage Trust Federal Credit Union 401K Plan
 

Heritage Trust Federal Credit Union

61 Plan: Heritage Trust Federal Credit Union 401K Plan

 
 
61
22
67
87
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 (61) and the top rated plan (87) could equate to:
[How is this calculated?]
14 additional years of work
Up to $133,500 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 Trust Federal Credit Union 401K Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 61. Heritage Trust Federal Credit Union 401K Plan currently has over 100 active participants and over $4.8M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 200 Marymeade Drive
Summerville, SC 29483 
Industry Credit Unions
Administrator Bertie Gaskins
Sponsor James Mcdaniel
Net Plan Assets $4,780,000
Total Participants 200
Avg Account Balance $24,000

 Compare Other Companies in Peer Group

Justice Federal Credit Union 70.2
Partners 1st Federal Credit Union 64.4
Charter Oak Federal Credit Union 61.8
First Florida Credit Union 60.1
Point Loma Credit Union 59.6
JAX Federal Credit Union Hallie Day 57.2

 Top 3 Funds in this 401k

1. Fidelity Contrafund 17%
2. Fidelity Managed Income Portfolio 10%
3. Fidelity International Discovery 7%

  Plan Service Provider

Auditor Orth, Chakler, Murnane and Company CPAs

 Comments