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Company:
The Health Trust
Plan:
The Health Trust Retirement Plan
 

The Health Trust

51 Plan:

 
 
51
18
55
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (51) and the top rated plan (86) could equate to:
[How is this calculated?]
17 additional years of work
Up to $196,700 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 Health Trust Retirement Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 51. This plan is in the top 15% of plans for Investment Menu Quality. The Health Trust Retirement Plan currently has over 200 active participants and over $2.4M in plan assets.

 

 Retirement Plan Details

Address 2105 S Bascom Ave Ste 220
Campbell, CA 95008-3292 
Industry Other Services (except Public Administration)
Administrator Ira Holtzman
Net Plan Assets $2,370,000
Total Participants 250
Avg Account Balance $10,000

 Top 3 Funds in this 401k

1. VALIC I Stock Index 12%
2. VALIC Fixed Account Plus 9%
3. VALIC I Large Capital Growth 8%

  Plan Service Providers

Insurance Carrier Valic
Auditor Boitano, Sargent & Lilly, LLP
Insurance Advisor/Broker Monica C. Bacon
Insurance Advisor/Broker Geoffrey M. Akers
Insurance Advisor/Broker John D. Creech

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