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Company:
Heartland Security Insurance Group
Plan:
Heartland Security Insurance Group 401k Plan & Trust
 

Heartland Security Insurance Group

68 Plan: Heartland Security Insurance Group 401k Plan & Trust

 
 
68
36
70
86
0
10
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For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (68) and the top rated plan (86) could equate to:
[How is this calculated?]
11 additional years of work
Up to $34,200 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

Heartland Security Insurance Group 401k Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Investment Menu Quality. Heartland Security Insurance Group 401k Plan & Trust currently has over 200 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 501 Shelley Dr
Tyler, TX 75701-9540 
Industry Insurance Agencies and Brokerages
Administrator Valorie L Davis
Net Plan Assets $6,750,000
Total Participants 230
Avg Account Balance $29,000

 Top 3 Funds in this 401k

1. Principal International Emerging Markets 10%
2. Principal Large Cap S&P 500 Index 8%
3. Principal LifeTime 2020 8%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Arms, Shilling & Pye, Pc

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