APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN

Plan Contact

  • Phone: (408) 865-6916

Plan General Information

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is $514,297.00.This plan was established in 1995.

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is 127

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Average Participant Retirement Account Value

In 1999, the average participant retirement account value for APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is $4,049.00

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is $1,514.00.

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is -2.38%.

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is 16.64%. This measures the effectiveness of the plan participants' investments in the year.

APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN Expense Ratio

In 1999, the investment and administrative expense ratio of APEX TRAVEL PROFIT SHARING/401K SAVINGS PLAN is 0.03%.

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 …