HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 500 SUGAR MILL RD, BLDG B, STE 200,ATLANTA,GA
  • Contact person: GAVIN A. COBB
  • Phone: (770) 200-8253

Plan General Information

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $1,884,228.00.This plan was established in 2002.

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 158

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $11,925.00

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is $1,275.00.

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is -5.47%.

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is -11.00%. This measures the effectiveness of the plan participants' investments in the year.

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN is 0.11%.

Enrollment Features

HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …