Heacock & Jones Financial Services Profit Sharing Plan

Wealthminder's Take

Heacock & Jones Financial Services Profit Sharing Plan at Heacock in the Finance and Insurance industry has an unknown number of investment options, and a total of $431,325.00 in assets. With 7 participants, the Heacock & Jones Financial Services Profit Sharing Plan has an average balance per participant of $61,617.86.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
5
56
Your Plan
83

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
51
Company Match Level
90
Employee Participation Rate
37
Employee Contribution Level
68
Average Balance Size
30
Heacock Details
Address
1545 Associates Drive, Suite 102
Dubuque, IA 52002
Telephone
563-585-1400
Total Assets
$431,325.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
7
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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