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Company:
H&H Agency, Inc.
Plan:
H&H Agency, Inc. 401k Profit Sharing Plan
 

H&H Agency, Inc.

48 Plan: H&H Agency, Inc. 401k Profit Sharing Plan

 
 
48
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88
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For the average 401k participant, the 40 point difference between this plan's BrightScope Rating (48) and the top rated plan (88) could equate to:
[How is this calculated?]
20 additional years of work
Up to $286,000 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.

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 Plan Component Ratings

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Retirement Plan Description

H&H Agency, 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 48. This plan is in the top 15% of plans for Investment Menu Quality. H&H Agency, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $2.3M in plan assets.

 Retirement Plan Details

Address 20351 S.W. Acacia Street
Newport Beach, CA 92660-1703 
Industry Insurance Agencies and Brokerages
Administrator Michael Weinstein
Net Plan Assets $2,330,000
Total Participants 220
Avg Account Balance $11,000

 Compare Other Companies in Peer Group

Merastar Insurance Company 75.9
Brentwood Services 67.8
Knapp, Schenck & Company 64.3
Pinnacle Risk Management Services 54.5
Survival Insurance Brokerage 50.0
Lumenos 48.0

 Top 3 Funds in this 401k

1. John Hancock Funds II Lifestyle Growth 17%
2. John Hancock Funds II Lifestyle Aggressive 12%
3. John Hancock Money Market 12%

  Plan Service Providers

Insurance Advisor/Broker OppenheimerFunds
Auditor Rosenberger, Schwartz, & Company
Recordkeeper John Hancock

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