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Company:
The Heritage Escrow Company
Plan:
The Heritage Escrow Company Salary Savings and Retirement Plan
 

The Heritage Escrow Company

36 Plan: The Heritage Escrow Company Salary Savings and Retirement Plan

 
 
36
28
62
88
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 52 point difference between this plan's BrightScope Rating (36) and the top rated plan (88) could equate to:
[How is this calculated?]
24 additional years of work
Up to $361,500 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 Escrow Company Salary Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 36. This plan is in the top 15% of plans for Investment Menu Quality and Participation Rate. The Heritage Escrow Company Salary Savings and Retirement Plan currently has over 200 active participants and over $6.6M in plan assets.

 

 Retirement Plan Details

Address 2955 Main St Ste 110
Irvine, CA 92614-2527 
Industry Offices of Real Estate Agents and Brokers
Administrator John Albano
Net Plan Assets $6,580,000
Total Participants 260
Avg Account Balance $26,000

 Compare Other Companies in Peer Group

LoopNet 69.9
William Raveis Real Estate 66.1
Landover 64.3
B&H Associates 63.3
Mason-Mcduffie Real Estate 61.0
Howard Hanna Smythe Cramer 59.5

 Top 3 Funds in this 401k

1. Transamerica Stable Value Fund 20%
2. Transamerica Partners Stock Index 11%
3. Transamerica Equity Index Fund 10%

  Plan Service Providers

Insurance Carrier Transamerica
Administration Transamerica
Auditor Nsbn LLP
Insurance Advisor/Broker Richard R. Shaughnessey

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