HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN

Plan Contact

  • Address: 28 COMMERCIAL COURT,AUBURN,NH
  • Phone: (603) 647-4881

Plan General Information

HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN is 137

HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN is $2,871.00.

HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN is approximately $521.00
Investing in this additonal $521.00 for 20 years would give you extra $33,355.00, assuming a 10% annual return.

HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, HERITAGE PLUMBING & HEATING, INC. 401(K) PLAN allocates $71,402.00 to match its employees' contributions, providing an employer match rate of 36.30% of their contributions

Enrollment Features

HERITAGE PLUMBING & HEATING, INC. 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

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 ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

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.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...