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Company:
Heritage Capital Corporation
Plan:
Heritage Capital Corporation 401k Plan
 

Heritage Capital Corporation

58 Plan: Heritage Capital Corporation 401k Plan

 
 
58
35
59
79
0
10
20
30
40
50
60
70
80
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100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (58) and the top rated plan (79) could equate to:
[How is this calculated?]
10 additional years of work
Up to $100,300 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 Capital Corporation 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 Total Plan Cost. Heritage Capital Corporation 401k Plan currently has over 400 active participants and over $5.6M in plan assets.

 

 Retirement Plan Details

Address 3500 Maple Ave Fl 17
Dallas, TX 75219-3941 
Industry Retail Trade
Administrator Dagmar Byers
Net Plan Assets $5,600,000
Total Participants 410
Avg Account Balance $14,000

 Compare Other Companies in Peer Group

Wheeler Machinery Co. 70.4
Z & E Management 60.8
Meadows Farms 59.2
Atwood Distributing L.P. 51.2
800-JR Cigar 48.5
C-A-L Stores Companies 42.4

 Top 3 Funds in this 401k

1. MetLife Guaranteed Investment Contract 17%
2. MetLife Stock Index 12%
3. iShares MSCI EAFE Index 12%

  Plan Service Providers

Auditor Cheshier and Fuller, LLP
Insurance Carrier MetLife
Insurance Advisor/Broker 0

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