Home  >   401k Directory   >   The Heritage Foundation
 
Company:
The Heritage Foundation
Plan:
The Heritage Foundation Retirement Plan
 

The Heritage Foundation

63 Plan: The Heritage Foundation Retirement Plan

 
 
63
33
71
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (63) and the top rated plan (88) could equate to:
[How is this calculated?]
13 additional years of work
Up to $155,000 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 Foundation Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 63. This plan is in the top 15% of plans for Company Generosity and Investment Menu Quality. The Heritage Foundation Retirement Plan currently has over 200 active participants and over $12.8M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 214 Massachusetts Avenue, N.E.
Washington, DC 20002 
Industry All Other Professional, Scientific, and Technical Services
Administrator Kimberly Vermillion
Net Plan Assets $12,800,000
Total Participants 290
Avg Account Balance $50,000

 Compare Other Companies in Peer Group

BSI Management Systems America 76.1
Anchor QEA, LLC 75.6
Gyrodata 74.9
Virbac 74.7
Diagnostica Stago 74.7
C & C Technologies 71.7

 Top 3 Funds in this 401k

1. Schwab Retirement Advantage Money Market 24%
2. Sequoia 6%
3. Torray 6%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Advisor/Broker NFP Securities, Inc.
Investment Adviser Stadion Money Management
Auditor Snyder, Cohn, Collyer, Hamilton

 Comments