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Company:
Heritage Properties, Inc.
Plan:
Heritage Properties, Inc. 401k Plan
 

Heritage Properties, Inc.

41 Plan: Heritage Properties, Inc. 401k Plan

 
 
41
28
58
88
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 47 point difference between this plan's BrightScope Rating (41) and the top rated plan (88) could equate to:
[How is this calculated?]
23 additional years of work
Up to $301,000 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 Properties, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. Heritage Properties, Inc. 401k Plan currently has over 100 active participants and over $495.2K in plan assets.

 

 Retirement Plan Details

Address 7570 Old Canton Rd Ste 100
Madison, MS 39110-6100 
Industry Lessors of Residential Buildings and Dwellings
Administrator Shawna Myers
Net Plan Assets $500,000
Total Participants 170
Avg Account Balance $3,100

 Top 3 Funds in this 401k

1. Nationwide Money Market 25%
2. T. Rowe Price Growth Stock 12%
3. Nationwide Investor Destinations Moderately Aggressive 8%

  Plan Service Providers

Auditor Lightheart, Sanders and Associates
Corporate Trustee Trustmark National Bank

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