403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE

Plan Contact

  • Address: 5841 CORPORATE WAY STE 200,WEST PALM BEACH,FL
  • Contact person: DONNA KANE
  • Phone: (561) 684-1991

Plan General Information

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is $3,731,327.00.This plan was established in 1992.

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is 180

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Average Participant Retirement Account Value

In 2013, the average participant retirement account value for 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is $20,729.00

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is $2,864.00.

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is 19.58%.

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is 13.39%. This measures the effectiveness of the plan participants' investments in the year.

403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE Expense Ratio

In 2013, the investment and administrative expense ratio of 403B THRIFT PLAN OF FERD AND GLADYS ALPERT JEWISH FAMILY AND CHILDRENS SERVICE is 0.00%.

Enrollment Features


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 …