BROAD REACH OF CHATHAM, INC. 401(K) PLAN

Plan Contact

  • Address: 390 ORLEANS RD.,NORTH CHATHAM,MA
  • Contact person: WILLIAM BOGDANOVICH
  • Phone: (508) 945-4611

Plan General Information

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BROAD REACH OF CHATHAM, INC. 401(K) PLAN is $9,651,677.00.This plan was established in 1996.

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BROAD REACH OF CHATHAM, INC. 401(K) PLAN is 263

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BROAD REACH OF CHATHAM, INC. 401(K) PLAN is $36,698.00

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BROAD REACH OF CHATHAM, INC. 401(K) PLAN is $3,023.00.

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BROAD REACH OF CHATHAM, INC. 401(K) PLAN is approximately $302.00
Investing in this additonal $302.00 for 20 years would give you extra $19,370.00, assuming a 10% annual return.

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, BROAD REACH OF CHATHAM, INC. 401(K) PLAN allocates $79,602.00 to match its employees' contributions, providing an employer match rate of 10.62% of their contributions

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BROAD REACH OF CHATHAM, INC. 401(K) PLAN is 23.51%.

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BROAD REACH OF CHATHAM, INC. 401(K) PLAN is 17.32%. This measures the effectiveness of the plan participants' investments in the year.

BROAD REACH OF CHATHAM, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of BROAD REACH OF CHATHAM, INC. 401(K) PLAN is 0.51%.

Enrollment Features

BROAD REACH OF CHATHAM, INC. 401(K) 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 ...