Heritage Development Group, Inc.

62 Plan: Heritage Development Group Retirement Savings Plan

100

For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (62) and the top rated plan (85) could equate to:
[How is this calculated?]

13 additional years of work

Up to $93,000 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 62. This plan is in the top 35% of plans for Account Balances and Salary Deferral. Heritage Development Group Retirement Savings Plan currently has fewer than 100 active participants and over $4.5M in plan assets.

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Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Top 3 Funds in this 401k

1.	Total Guaranteed Investment Contracts	60%
2.	MassMutual Premier International Equity	9%
3.	MassMutual Premier Core Value Equity	8%

Plan Component Ratings

Total Plan Cost Average Fees

Company Generosity Below Avg.

Design Components

Participation Rate Average

Salary Deferrals Above Average

Account Balances Above Average

Performance Components

Retirement Plan Details

Address	465 Heritage Road Po Box 873 Southbury, CT 06488
Industry	Other Activities Related to Real Estate
Administrator	George R Godfrey
Sponsor	Keith J Sorensen
Net Plan Assets	$4,460,000
Total Participants	84
Avg Account Balance	$59,000

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