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Company:
Hotchkiss Insurance Agency, Inc.
Plan:
Hotchkiss 401k Plan
 

Hotchkiss Insurance Agency, Inc.

70 Plan: Hotchkiss 401k Plan

 
 
70
36
70
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (70) and the top rated plan (86) could equate to:
[How is this calculated?]
10 additional years of work
Up to $30,700 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

Hotchkiss 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Investment Menu Quality. Hotchkiss 401k Plan currently has over 100 active participants and over $3.7M in plan assets.

 

 Retirement Plan Details

Address 4120 International Pkwy Ste 2000
Carrollton, TX 75007-1960 
Industry Insurance Agencies and Brokerages
Administrator Heather Etheredge
Sponsor Douglas G. Hotchkiss
Net Plan Assets $3,650,000
Total Participants 110
Avg Account Balance $32,000

 Top 3 Funds in this 401k

1. Principal Large Cap S&P 500 Index 9%
2. Principal International I 7%
3. Principal Diversified International 6%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Bader & Associates, P.C.
Recordkeeper Principal Financial Group

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