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Company:
Heritage Healthcare, LLC
Plan:
Heritage Healthcare, LLC 401k Plan
 

Heritage Healthcare, LLC

41 Plan: Heritage Healthcare, LLC 401k Plan

 
 
41
5
57
89
0
10
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For the average 401k participant, the 48 point difference between this plan's BrightScope Rating (41) and the top rated plan (89) could equate to:
[How is this calculated?]
22 additional years of work
Up to $357,400 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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Retirement Plan Description

Heritage Healthcare, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Salary Deferral. Heritage Healthcare, LLC 401k Plan currently has fewer than 100 active participants and over $349.9K in plan assets.

 Retirement Plan Details

Address 316 N Milwaukee St Ste 208
Milwaukee, WI 53202-5803 
Industry Offices of Physical, Occupational and Speech Therapists, and Audiologists
Administrator Brian Dacy
Net Plan Assets $350,000
Total Participants 76
Avg Account Balance $4,600

 Compare Other Companies in Peer Group

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TheraMatrix 50.8
San Luis Physical Therapy &... 46.8

 Top 3 Funds in this 401k

1. PIMCO Total Return 17%
2. SSgA S&P 500 Index 10%
3. Janus Overseas 8%

  Plan Service Provider

Auditor Ritz Holman LLP

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