ANNIEMAC HOME MORTGAGE PLAN

Plan Contact

  • Address: 700 EAST GATE DRIVE,,MOUNT LAUREL,NJ
  • Phone: (856) 252-1517

Plan General Information

ANNIEMAC HOME MORTGAGE PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of ANNIEMAC HOME MORTGAGE PLAN is $29,550,961.00.This plan was established in 2011.

ANNIEMAC HOME MORTGAGE PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in ANNIEMAC HOME MORTGAGE PLAN is 1416

ANNIEMAC HOME MORTGAGE PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for ANNIEMAC HOME MORTGAGE PLAN is $20,869.00

ANNIEMAC HOME MORTGAGE PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for ANNIEMAC HOME MORTGAGE PLAN is $4,627.00.

ANNIEMAC HOME MORTGAGE PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in ANNIEMAC HOME MORTGAGE PLAN is approximately $891.00
Investing in this additonal $891.00 for 20 years would give you extra $57,084.00, assuming a 10% annual return.

ANNIEMAC HOME MORTGAGE PLAN Total Employer Contribution and Match Rate

In 2022, ANNIEMAC HOME MORTGAGE PLAN allocates $1,262,996.00 to match its employees' contributions, providing an employer match rate of 22.27% of their contributions

ANNIEMAC HOME MORTGAGE PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of ANNIEMAC HOME MORTGAGE PLAN is 4.48%.

ANNIEMAC HOME MORTGAGE PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for ANNIEMAC HOME MORTGAGE PLAN is -16.27%. This measures the effectiveness of the plan participants' investments in the year.

ANNIEMAC HOME MORTGAGE PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of ANNIEMAC HOME MORTGAGE PLAN is 0.69%.

Enrollment Features

ANNIEMAC HOME MORTGAGE 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.


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 …