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.
| 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 |
| 1. | Principal Money Market | 28% |
| 2. | Principal Large Cap S&P 500 Index | 16% |
| 3. | Principal Bond & Mortgage Securities | 13% |
| 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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