CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K

Plan Contact

  • Contact person: ' C14MALLO& C. CIXJL%^IIA
  • Phone: (973) 994-1700

Plan General Information

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is $9,679,025.00.This plan was established in 1987.

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is 121

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Average Participant Retirement Account Value

In 2008, the average participant retirement account value for CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is $79,991.00

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is $11,928.00.

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is approximately $2,417.00
Investing in this additonal $2,417.00 for 20 years would give you extra $154,705.00, assuming a 10% annual return.

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Total Employer Contribution and Match Rate

In 2008, CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K allocates $292,490.00 to match its employees' contributions, providing an employer match rate of 40.53% of their contributions

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is -30.16%.

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is -32.06%. This measures the effectiveness of the plan participants' investments in the year.

CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K Expense Ratio

In 2008, the investment and administrative expense ratio of CARELLA,BYRNE,BAIN,GILFILLAN,CECCHI,STEWART & OLSTEIN PA 401K is 0.00%.

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 …