CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 2040 A ST,FOREST GROVE,OR
- Contact person: ERISA FIDUCIARY SERVICES
- Phone: (503) 357-3793
Plan General Information
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is $2,019,381.00.This plan was established in 2012.
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is 576
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2019, the average participant retirement account value for CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is $3,505.00
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is $1,007.00.
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is approximately $426.00
Investing in this additonal $426.00 for 20 years would give you extra $27,317.00, assuming a 10% annual return.
Investing in this additonal $426.00 for 20 years would give you extra $27,317.00, assuming a 10% annual return.
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2019, CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST allocates $245,854.00 to match its employees' contributions, providing an employer match rate of 84.74% of their contributions
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is 39.12%.
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is 21.54%. This measures the effectiveness of the plan participants' investments in the year.
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2019, the investment and administrative expense ratio of CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST is 1.40%.
Enrollment Features
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
- Top 15 Large Companies Offering the Most Generous Employer Matches
- Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
- January 2025 MyPlanIQ Portfolio Update
- Retirement Savings Tracker and Future ‘Pension’ Estimator
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 …