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Company:
Home Health Services Foundation, Inc.
Plan:
The Home Health Services Foundation, Inc Tax Sheltered Annuity
 

Home Health Services Foundation, Inc.

58 Plan:

 
 
58
16
59
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (58) and the top rated plan (85) could equate to:
[How is this calculated?]
13 additional years of work
Up to $215,000 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 Home Health Services Foundation, Inc Tax Sheltered Annuity is a defined contribution plan. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality. The Home Health Services Foundation, Inc Tax Sheltered Annuity currently has over 300 active participants and over $11.7M in plan assets.

 

 Retirement Plan Details

Address 154 Hindman Rd.
Butler, PA 16001-2417 
Industry Home Health Care Services
Administrator W. Christopher Hengler
Net Plan Assets $11,700,000
Total Participants 370
Avg Account Balance $32,000

 Top 3 Funds in this 403b

1. VALIC Fixed Account Plus 27%
2. AXA Equitable Guaranteed Interest Account 6%
3. VALIC I Mid Cap Index 5%

  Plan Service Providers

Insurance Carrier Lincoln Financial
Insurance Carrier AXA Equitable
Insurance Carrier Valic
Insurance Advisor/Broker Constance M. Butler
Insurance Advisor/Broker Jeffrey J. Majersky
Insurance Advisor/Broker James R. Eckbreth
Insurance Advisor/Broker Janet A Mcconnell
Insurance Advisor/Broker Kevin P. Steele
Insurance Advisor/Broker Pete Carson
Investment Adviser Valic
Legal Counsel Valic
Administration Lincoln Financial
Auditor Marcum LLP
Corporate Trustee AXA Equitable
Insurance Advisor/Broker AXA Equitable
Investment Adviser AXA Equitable
Legal Counsel AXA Equitable
Administration AXA Equitable
Recordkeeper AXA Equitable
Consultant AXA Equitable

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