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Company:
HL Financial Services, LLC
Plan:
Hilliard Lyons Profit Sharing Plan
 

HL Financial Services, LLC

79 Plan: Hilliard Lyons Profit Sharing Plan

 
 
79
32
62
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (79) and the top rated plan (90) could equate to:
[How is this calculated?]
8 additional years of work
Up to $18,900 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

Hilliard Lyons Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. Hilliard Lyons Profit Sharing Plan currently has over 1,200 active participants and over $197.5M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
26
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. American Funds American Mutual 19%
2. Federated Money Market Management 11%
3. American Funds Growth Fund of America 10%

 Retirement Plan Details

Address 500 West Jefferson
Louisville, KY 40202 
Industry Investment Banking and Securities Dealing
Administrator Dana Estes
Net Plan Assets $198,000,000
Total Participants 1,300
Avg Account Balance $170,000

 Compare Other Companies in Peer Group

Lord, Abbett & Co. LLC 85.9
Smart Investor Services 75.9
The Vintage Club 63.8
Raymond James Financial 63.6
Bank Midwest 57.3
Ebby Halliday 44.0

  Plan Service Providers

Consultant The Segal Company (Rogerscasey)
Auditor Crowe Horwath LLP

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