Heritage Investment Group 401(k) Plan

Wealthminder's Take

Heritage Investment Group 401(k) Plan at Heritage Investment Group, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $2,813,195.00 in assets. With 15 participants, the Heritage Investment Group 401(k) Plan has an average balance per participant of $187,546.33.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
6
69
Your Plan
84

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
90
Company Match Level
57
Employee Participation Rate
46
Employee Contribution Level
74
Average Balance Size
78
Heritage Investment Group, Inc. Details
Address
2480 N.e. 23rd Street
Pompano Beach, FL 33062-1014
Telephone
954-785-5400
Total Assets
$2,813,195.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
15
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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