Heartman Agency, Inc. 401(k) Plan And Trust

Wealthminder's Take

Heartman Agency, Inc. 401(k) Plan And Trust at Heartman Agency, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,275,318.00 in assets. With 49 participants, the Heartman Agency, Inc. 401(k) Plan And Trust has an average balance per participant of $87,251.39.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
54
Your Plan
90

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
56
Company Match Level
64
Employee Participation Rate
47
Employee Contribution Level
50
Average Balance Size
53
Heartman Agency, Inc. Details
Address
1635 Greenview Drive Southwest
Rochester, MN 55902
Telephone
507-288-3834
Total Assets
$4,275,318.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
49
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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