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Company:
Historical Tours of America, Inc
Plan:
H.T.A. Cast Retirement Plan
 

Historical Tours of America, Inc

52 Plan: H.T.A. Cast Retirement Plan

 
 
52
15
59
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (52) and the top rated plan (83) could equate to:
[How is this calculated?]
14 additional years of work
Up to $139,400 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

H.T.A. Cast Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. H.T.A. Cast Retirement Plan currently has over 500 active participants and over $4.9M in plan assets.

 

 Retirement Plan Details

Address 201 Front St Ste 206
Key West, FL 33040-8347 
Industry Arts, Entertainment, and Recreation
Administrator Edwin Swift III President
Sponsor Edwin Swift III Presidnet
Net Plan Assets $4,920,000
Total Participants 510
Avg Account Balance $9,700

 Top 3 Funds in this 401k

1. American Funds Bond Fund of America 18%
2. American Funds Growth Fund of America 16%
3. American Funds Washington Mutual 10%

  Plan Service Providers

Auditor Appelrouth Farah & Company, P.A.
Recordkeeper Ingham & Co.

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