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Company:
Heritage Equipment, Inc.
Plan:
Heritage Equipment, Inc. 401k Plan
 

Heritage Equipment, Inc.

24 Plan: Heritage Equipment, Inc. 401k Plan

 
 
24
20
60
82
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 58 point difference between this plan's BrightScope Rating (24) and the top rated plan (82) could equate to:
[How is this calculated?]
26 additional years of work
Up to $499,000 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

Heritage Equipment, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 24. Heritage Equipment, Inc. 401k Plan currently has over 100 active participants and over $602.4K in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 322 Dry Hill Rd
Beckley, WV 25801-2602 
Industry Real Estate and Rental and Leasing
Administrator David Pettry
Net Plan Assets $600,000
Total Participants 130
Avg Account Balance $4,800

 Compare Other Companies in Peer Group

Emkay 66.7
Aurora Trailer Holdings, LLC 63.0
Steward Ventures 59.3
Efrain Gonzalez, S.E. 52.3
Terminal Investment 48.4
FirstLease 41.2

 Top 3 Funds in this 401k

1. Franklin Templeton Moderate Allocation 64%
2. Franklin Templeton Conservative Allocation 28%
3. Franklin Templeton Growth Allocation 3%

  Plan Service Providers

Insurance Carrier Hartford
Insurance Carrier Great-West Life
Insurance Advisor/Broker Ohio National Life
Auditor Gray, Griffith & Mays, A.C.

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