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Company:
Heritage Encon Group, Inc.
Plan:
Heritage Group Profit Sharing Plan
 

Heritage Encon Group, Inc.

48 Plan: Heritage Group Profit Sharing Plan

 
 
48
17
59
86
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 38 point difference between this plan's BrightScope Rating (48) and the top rated plan (86) could equate to:
[How is this calculated?]
18 additional years of work
Up to $224,500 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

Heritage Group Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Participation Rate. Heritage Group Profit Sharing Plan currently has over 100 active participants and over $7.4M in plan assets.

 

 Retirement Plan Details

Address 8230 Wilkinson Blvd
Charlotte, NC 28214-7005 
Industry Construction
Administrator R.L Stewart
Sponsor R.L. Huggins
Net Plan Assets $7,380,000
Total Participants 110
Avg Account Balance $68,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 19%
2. Putnam Money Market 19%
3. Putnam Asset Allocation: Balanced 15%

  Plan Service Providers

Corporate Trustee Mercer
Recordkeeper Mercer
Auditor Cherry, Bekaert & Holland, LLP

 Comments