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Company:
The Heritage Automotive Group, Inc.
Plan:
The Heritage Automotive Group, Inc. 401k Profit Sharing Plan
 

The Heritage Automotive Group, Inc.

67 Plan: The Heritage Automotive Group, Inc. 401k Profit Sharing Plan

 
 
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74
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For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (67) and the top rated plan (74) could equate to:
[How is this calculated?]
3 additional years of work
Up to $52,500 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

The Heritage Automotive Group, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 67, placing it in the top 15% of all plans in its peer group. The Heritage Automotive Group, Inc. 401k Profit Sharing Plan currently has over 200 active participants and over $6.4M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 30 Green Mountain Dr
South Burlington, VT 05403-7823 
Industry New Car Dealers
Administrator David M. Bergeron
Net Plan Assets $6,370,000
Total Participants 240
Avg Account Balance $27,000

 Compare Other Companies in Peer Group

Young Chevrolet Company 65.4
Fuller Ford 64.6
Lee Management Company 62.6
Boardwalk Auto Center 59.0
Capitol City Ford 58.8
Kayser Ford 55.1

 Top 3 Funds in this 401k

1. SEI Asset Allocation Diversified Aggressive Growth 41%
2. SEI Asset Allocation Diversified Aggressive Stock 19%
3. SEI Asset Allocation Diversified Moderate Growth 10%

  Plan Service Provider

Auditor A.M. Peisch & Company, LLP

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