HERITAGE GROUP 401(K) PLAN
- Address: 5801 THORNTON AVE,,DES MOINES,IA
- Contact person: NICHOLE BENGE
- Phone: (515) 868-0842
At the end of 2022, the total retirement plan assets of HERITAGE GROUP 401(K) PLAN is $349,267.00.This plan was established in 2020.
At the end of 2022, the total number of retirement plan participants in HERITAGE GROUP 401(K) PLAN is 158
In 2022, the average participant retirement account value for HERITAGE GROUP 401(K) PLAN is $2,210.00
In 2022, the estimated average employee contribution amount per participant for HERITAGE GROUP 401(K) PLAN is $578.00
In 2022, the estimated average employer match for an employee in HERITAGE GROUP 401(K) PLAN is approximately $346.00
In 2022, HERITAGE GROUP 401(K) PLAN allocates $54,821.00 to match its employees' contributions, providing an employer match rate of 57.78% of their contributions
In 2022, the total retirement plan asset growth rate of HERITAGE GROUP 401(K) PLAN is 36.29%
In 2022, the estimated aggregate retirement account investment gain/loss for HERITAGE GROUP 401(K) PLAN is -14.11%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of HERITAGE GROUP 401(K) PLAN is 0.57%.
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