Haggard & Stocking Assocaites Inc

69
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
69
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (15)
Average in Peer Group (65)
Highest in Peer Group (87)

Plan Description

Haggard & Stocking Associates Inc 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances and Company Generosity. Haggard & Stocking Associates Inc 401K Plan currently has fewer than 100 active participants and over $4.4M in plan assets.

Did you know?

For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (69) and the top rated plan (87) could equate to:
10
Additional years of work
84,515
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2013
Plan is exempt from the general requirement under Title I of ERISA requiring an independent audit.
Address 5318 Victory Drive
  • Location
    Indianapolis , IN
  • 46203
  • Industry
    Wholesale Trade
  • Administrator
    Herbert C Haggard
  • Net Plan Assets
    $4,390,000
  • Total Participants
    93
  • Avg Account Balance
    $59,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Great

Peer Group Plans

Company Rating
RSR Group 79.2
The King Arthur Flour Company 72.5
Servco Pacific 68.6
Do it Best 61.1
S&S Automotive 49.7
Hamilton News Co. 44.1
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Davis New York Venture 19%
98%
Carillon Eagle Small Cap Growth 15%
85%
American Funds AMCAP 10%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Articles and Questions

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