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Company:
Heritage Village Master Association, Inc.
Plan:
Heritage Village Master Association, Inc. 401k Plan
 

Heritage Village Master Association, Inc.

46 Plan: Heritage Village Master Association, Inc. 401k Plan

 
 
46
21
57
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (46) and the top rated plan (85) could equate to:
[How is this calculated?]
19 additional years of work
Up to $217,400 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 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 46. 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 $1.4M in plan assets.

 

 Retirement Plan Details

Address 719 E Hill Rd
Southbury, CT 06488-1389 
Industry Real Estate and Rental and Leasing
Administrator Jane Krukowski
Sponsor William Wiluelma
Net Plan Assets $1,400,000
Total Participants 160
Avg Account Balance $9,000

 Top 3 Funds in this 401k

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

  Plan Service Providers

Administration Principal Financial Group
Auditor Nanavaty, Nanavaty & Davenport LLP
Corporate Trustee Principal Financial Group

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