ABEO MANAGEMENT CORPORATION RETIREMENT PLAN

Plan Contact

  • Address: 5001 LBJ FREEWAY STE 320,DALLAS,TX
  • Contact person: CAROLINE KIRKPATRICK
  • Phone: (972) 861-1270

Plan General Information

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is $17,004,296.00.This plan was established in 2022.

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is 761

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is $22,344.00

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is $2,327.00.

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is approximately $310.00
Investing in this additonal $310.00 for 20 years would give you extra $19,890.00, assuming a 10% annual return.

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2021, ABEO MANAGEMENT CORPORATION RETIREMENT PLAN allocates $236,511.00 to match its employees' contributions, providing an employer match rate of 13.35% of their contributions

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is 18.13%.

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is 13.85%. This measures the effectiveness of the plan participants' investments in the year.

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of ABEO MANAGEMENT CORPORATION RETIREMENT PLAN is 0.67%.

Enrollment Features

ABEO MANAGEMENT CORPORATION RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 …