Heidelberg USA, Inc.

Plan name The Heidelberg Retirement Savings Plan
Location Kennesaw, Georgia
Asset size >$200MM – $500MM
Participants 500 – 999
Industry Printing
Participation rate >97%
Average deferral rate 9.8%
# of funds offered 20
Investment review Quarterly
True-up match Yes
Match vesting period Immediately upon enrollment
Eligibility Immediately upon hire
Default deferral rate 3%
Default investment Retail Target-date Fund (Indexed)
Automatic escalation Opt-out
Systematic withdrawals No
Fee equalization Yes
Match rate 50% on the first 6% of salary deferrals
% receiving full match >90%
Maximum employer contribution 3%
Financial education:
Saving/Budgeting
Investing strategies Yes
College saving
Credit/Debt management
Tax/Estate planning Yes
Retiree health costs/savings options
Recordkeeper Empower Retirement
Note: Match rates and employer contributions are simplified for reporting purposes and may have other attributes (e.g., caps/limits, tiers, etc.) not listed here.
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