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

Heritage Development Group, Inc.

62 Plan: Heritage Development Group Retirement Savings Plan

 
 
62
37
63
85
0
10
20
30
40
50
60
70
80
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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.

 

 Investment Menu Statistics

No. of Investment Options
8
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%

 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

  Plan Service Providers

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

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