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Company:
Heritage Development Group, Inc.
Plan:
Heritage Development Group Retirement Savings Plan
 

Heritage Development Group, Inc.

60 Plan: Heritage Development Group Retirement Savings Plan

 
 
60
3
68
85
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (60) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $145,300 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

Heritage Development Group Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. Heritage Development Group Retirement Savings Plan currently has over 100 active participants and over $4.3M in plan assets.

 

 Retirement Plan Details

Address Po Box 873
Southbury, CT 06488-0873 
Industry Other Activities Related to Real Estate
Administrator Mr. George Godfrey
Net Plan Assets $4,260,000
Total Participants 120
Avg Account Balance $35,000

 Top 3 Funds in this 401k

1. MassMutual Group Annuity Contract 58%
2. MassMutual Premier Small Company Opportunities 7%
3. MassMutual Premier Core Value Equity 7%

  Plan Service Providers

Auditor O'Connor Davies Munns & Dobbins LLP
Insurance Carrier MassMutual

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