HERITAGE ACADEMY 401(K) PLAN
Plan Contact
- Address: 26945 BELLA VISTA DRIVE,HOWEY-IN-THE-HILLS,FL
- Phone: (843) 686-1524
Plan General Information
HERITAGE ACADEMY 401(K) PLAN Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of HERITAGE ACADEMY 401(K) PLAN is $1,040,736.00.This plan was established in 2006.
HERITAGE ACADEMY 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in HERITAGE ACADEMY 401(K) PLAN is 127
HERITAGE ACADEMY 401(K) PLAN Average Participant Retirement Account Value
In 2020, the average participant retirement account value for HERITAGE ACADEMY 401(K) PLAN is $8,194.00
HERITAGE ACADEMY 401(K) PLAN Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for HERITAGE ACADEMY 401(K) PLAN is $1,084.00.
HERITAGE ACADEMY 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of HERITAGE ACADEMY 401(K) PLAN is 42.84%.
HERITAGE ACADEMY 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for HERITAGE ACADEMY 401(K) PLAN is 51.80%. This measures the effectiveness of the plan participants' investments in the year.
HERITAGE ACADEMY 401(K) PLAN Expense Ratio
In 2020, the investment and administrative expense ratio of HERITAGE ACADEMY 401(K) PLAN is 0.60%.
Enrollment Features
HERITAGE ACADEMY 401(K) PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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