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Company:
HEA Clinic, P.A.
Plan:
HEA Clinic, P.A. 401k Plan and Trust
 

HEA Clinic, P.A.

71 Plan: HEA Clinic, P.A. 401k Plan and Trust

 
 
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88
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For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (71) and the top rated plan (88) could equate to:
[How is this calculated?]
11 additional years of work
Up to $89,300 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

HEA Clinic, P.A. 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 15% of plans for Company Generosity and Participation Rate. HEA Clinic, P.A. 401k Plan and Trust currently has over 300 active participants and over $19.2M in plan assets.

 

 Retirement Plan Details

Address 2855 Gramercy Street
Houston, TX 77025 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Rick Canady
Net Plan Assets $19,200,000
Total Participants 300
Avg Account Balance $68,000

 Top 3 Funds in this 401k

1. Thornburg International Value 14%
2. Bank of America Retirement Preservation Trust 11%
3. BlackRock Global Allocation 11%

  Plan Service Providers

Recordkeeper Bank of America Merrill Lynch
Auditor Weaver and Tidwell

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