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Company:
Healey Brothers
Plan:
Healey Brothers 401k Plan
 

Healey Brothers

58 Plan: Healey Brothers 401k Plan

 
 
58
11
57
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (58) and the top rated plan (78) could equate to:
[How is this calculated?]
9 additional years of work
Up to $115,000 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

Healey Brothers 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality. Healey Brothers 401k Plan currently has over 300 active participants and over $8.5M in plan assets.

 

 Retirement Plan Details

Address Po Box 859
Goshen, NY 10924 
Industry New Car Dealers
Administrator Claudette Jablonski
Net Plan Assets $8,510,000
Total Participants 320
Avg Account Balance $27,000

 Top 3 Funds in this 401k

1. ING Fixed Account 15%
2. T. Rowe Price Growth & Income 9%
3. T. Rowe Price Capital Appreciation 8%

  Plan Service Providers

Insurance Carrier ING
Insurance Advisor/Broker Next Financial Group, Inc.
Insurance Advisor/Broker Wrp Investments, Inc.
Auditor Robert T. Barlow

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