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Company:
Homer Heller, Inc.
Plan:
Homer Heller, Inc. 401k Profit Sharing Plan
 

Homer Heller, Inc.

45 Plan: Homer Heller, Inc. 401k Profit Sharing Plan

 
 
45
34
57
75
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (45) and the top rated plan (75) could equate to:
[How is this calculated?]
11 additional years of work
Up to $242,000 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

Homer Heller, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 45. This plan is in the top 35% of plans for Investment Menu Quality. Homer Heller, Inc. 401k Profit Sharing Plan currently has over 100 active participants and over $2.0M in plan assets.

 

 Retirement Plan Details

Address Po Box 463050
Escondido, CA 92046-3050 
Industry New Car Dealers
Administrator D.J. Heller
Net Plan Assets $1,950,000
Total Participants 100
Avg Account Balance $19,000

 Top 3 Funds in this 401k

1. Principal US Property 28%
2. Principal Money Market 22%
3. Principal Stock Emphasis Balanced 6%

  Plan Service Providers

Auditor H. K. Meggelin, An Acctcy Corp
Insurance Carrier Principal Financial Group

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