BrightScope Rating
Company:
Heritage Village Master Association, Inc.
Plan:
Heritage Village Master Association, Inc. 401k Plan
Heritage Village Master Association, Inc.
40
Plan:
Heritage Village Master Association, Inc. 401k Plan
8
57
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 49 point difference between this plan's BrightScope Rating (40) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
24 additional years of work Up to $139,700 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.
Plan Description
Heritage Village Master Association, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 40. This plan is in the top 15% of plans for Investment Menu Quality. Heritage Village Master Association, Inc. 401k Plan currently has over 100 active participants and over $1.0M in plan assets.
Plan Details
| Address | 719 E Hill Rd Southbury, CT 06488 |
| Industry | Real Estate Property Managers |
| Net Plan Assets | $1,050,000 |
| Total Participants | 180 |
| Avg Account Balance | $5,900 |
Top 3 Investment Holdings
| 1. | Principal Money Market | 28% |
| 2. | Principal Large Cap S&P 500 Index | 16% |
| 3. | Principal Bond & Mortgage Securities | 13% |
Other Companies in Peer Group
| Zuckerman Gravely Management | 66.8 |
| A & A Safety | 58.7 |
| Ohio Equities, LLC | 54.9 |
| JCM Partners, LLC | 54.5 |
| Travelers Rental Co. | 43.4 |
| Asset Investors Operating... | 39.6 |
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