BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT

Plan Contact

  • Address: 16582 BROOKHURST STREET,FOUNTAIN VALLEY,CA
  • Contact person: KIM NGUYEN
  • Phone: (714) 531-2582

Plan General Information

BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT is 124

BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT is $915.00.

BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT is approximately $766.00
Investing in this additonal $766.00 for 20 years would give you extra $49,059.00, assuming a 10% annual return.

BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT Total Employer Contribution and Match Rate

In 2022, BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT allocates $95,052.00 to match its employees' contributions, providing an employer match rate of 77.20% of their contributions

Enrollment Features

BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMENT 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 …