403(b) Thrift Plan Of Heritage Pointe

Wealthminder's Take

403(b) Thrift Plan Of Heritage Pointe at Heritage Pointe in the Health Care and Social Assistance industry has 1 investment options, and a total of $1,203,633.00 in assets. With 135 participants, the 403(b) Thrift Plan Of Heritage Pointe has an average balance per participant of $8,915.80.

Plan Ratings
Compared to other Health Care and Social Assistance plans
Wealthminder Rating
6
53
Your Plan
93

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
28
Company Match Level
86
Employee Participation Rate
88
Employee Contribution Level
29
Average Balance Size
15
Heritage Pointe Details
Address
27356 Bellogente
Mission Viejo, CA 92691
Telephone
949-364-9685
Total Assets
$1,203,633.00
Filing Year
2,016
Plan Type
Single Employer
Total Participants
135
Plan Investment Options
Name
Sponsor
Current Value
Separate Account Number Sa2
Mutual Of America
$713,876.00
Service Providers
  • Mutual Of America Life Insurance Co
  • Fidelity Management & Research Comp
  • The Vanguard Group, Inc
  • Deutsche Investment Management Amer
  • Oppenheimer Funds, Inc
  • American Century Investment Managem
  • Calvert Investment Management, Inc
  • Capital Research And Management Com
  • Pimco
  • T Rowe Price Associates, Inc
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