HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN

Plan Contact

  • Address: 43839 15TH STREET WEST,LANCASTER,CA
  • Contact person: LINDRA FRANDINATA
  • Phone: (661) 726-3906

Plan General Information

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is $208,126,299.00.This plan was established in 1996.

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is 5153

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is $40,389.00

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is $4,016.00.

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is 20.19%.

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is 16.63%. This measures the effectiveness of the plan participants' investments in the year.

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 401(K) PLAN is 0.19%.

Enrollment Features

HERITAGE MEDICAL GROUP RETIREMENT SAVINGS 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.
    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 …