HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
- Address: 310 1ST STREET SW,WILLMAR,MN
- Contact person: JUSTIN REY
- Phone: (605) 789-8976
At the end of 2022, the total retirement plan assets of HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $12,109,596.00.This plan was established in 2014.
At the end of 2022, the total number of retirement plan participants in HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 150
In 2022, the average participant retirement account value for HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $80,730.00
In 2022, the estimated average employer match for an employee in HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is approximately $2,193.00
In 2022, the total retirement plan asset growth rate of HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 18.27%
In 2022, the estimated aggregate retirement account investment gain/loss for HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 16.56%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 0.00%.
Articles on Retirement Plans
Building a Well-Balanced Retirement Portfolio with the FOOT LOCKER 401(K) PLAN
Introduction Planning for retirement is a critical financial goal, and constructing a diversified asset allocation portfolio is a key component of achieving that goal. The FOOT LOCKER 401(K) PLAN offers a selection of investment options, and in this article, we'll...
Constructing a Diversified Asset Allocation Portfolio for the Community Trust Bancorp Employee Stock Ownership Plan
Planning for retirement is a significant financial milestone, and constructing a well-balanced retirement portfolio is essential to achieve your long-term financial goals. For employees participating in the Community Trust Bancorp, Inc. Employee Stock Ownership Plan...
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
401k Company Match: How To Maximize Your Free Money
We encourage maximizing 401k match and discuss some details on 401k contributions and match.
May 10, 2021: Financial Independence & Early Retirement
We look at the FIRE Financial Independence, Retire Early investment portfolios and withdrawals.
September 28, 2020: Retirement Spending: Your Portfolio’s Volatility Matters
We look at how the volaitlity of a portfolio affects retirement spending and purchase power again by studying two portfolios.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Investment Calculator
Grow your wealth and see the power of compounding
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...