CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN

Plan Contact

  • Address: 1200 E. CALIFORNIA BLVD.,,PASADENA,CA
  • Contact person: MICHELLE F. JAROSS
  • Phone: (626) 395-3421

Plan General Information

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is $714,597,579.00.This plan was established in 2010.

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is 7249

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is $98,578.00

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is $19,474.00.

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is 25.42%.

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is 9.86%. This measures the effectiveness of the plan participants' investments in the year.

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA PLAN is 0.01%.

Enrollment Features

CALIFORNIA INSTITUTE OF TECHNOLOGY ERISA TDA 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …