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Company:
The Heritage School
Plan:
The Heritage School 401k & Profit Sharing Plan
 

The Heritage School

58 Plan: The Heritage School 401k & Profit Sharing Plan

 
 
58
6
56
84
0
10
20
30
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50
60
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100
For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (58) and the top rated plan (84) could equate to:
[How is this calculated?]
13 additional years of work
Up to $108,000 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

The Heritage School 401k & Profit Sharing 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 35% of plans for Investment Menu Quality. The Heritage School 401k & Profit Sharing Plan currently has over 200 active participants and over $3.1M in plan assets.

 

 Retirement Plan Details

Address 5600 Heritage School Dr
Provo, UT 84604-7701 
Industry Educational Services
Administrator Glen R. Zaugg
Net Plan Assets $3,120,000
Total Participants 220
Avg Account Balance $14,000

 Top 3 Funds in this 401k

1. Janus Twenty 16%
2. AXA Equitable Equity 500 Index 9%
3. AllianceBernstein Global Thematic Growth 9%

  Plan Service Providers

Auditor Huber, Erickson & Bowman, LLC
Insurance Carrier AXA Equitable
Insurance Advisor/Broker Richard A. Bregger

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