Heffernan Insurance Brokers
70
Plan:
Heffernan Group 401k Profit Sharing Plan
40
74
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 17 point difference between this plan's BrightScope Rating (70) and the top rated plan (87) could equate to:
[How is this calculated?]
[How is this calculated?]
10 additional years of work Up to $100,400 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
Heffernan Group 401k Profit Sharing 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 35% of plans for Account Balances, Investment Menu Quality, and Salary Deferral. Heffernan Group 401k Profit Sharing Plan currently has over 400 active participants and over $22.3M in plan assets.
Retirement Plan Details
| Address |
1350 Carlback Avenue, 2nd Floor
Walnut Creek, CA 94596 |
| Industry | Insurance Agencies and Brokerages |
| Administrator | Daniele Sebastiani |
| Net Plan Assets | $22,300,000 |
| Total Participants | 500 |
| Avg Account Balance | $45,000 |
Compare Other Companies in Peer Group
| Beecher Carlson Holdings | 77.9 |
| Cottingham and Butler Insurance... | 75.1 |
| InterWest Insurance Services | 72.9 |
| T&H Group | 72.7 |
| Germania Farm Mutual Insurance... | 72.4 |
| Edgewood Partners Insurance Center | 71.4 |
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