CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN

Plan Contact

  • Address: 9828 N 19TH AVE,PHOENIX,AZ
  • Phone: (602) 331-2693

Plan General Information

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is $24,120,661.00.This plan was established in 1998.

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is 761

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is $31,696.00

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is $4,246.00.

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is approximately $299.00
Investing in this additonal $299.00 for 20 years would give you extra $19,181.00, assuming a 10% annual return.

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN allocates $228,080.00 to match its employees' contributions, providing an employer match rate of 7.11% of their contributions

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is 20.72%.

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is 14.86%. This measures the effectiveness of the plan participants' investments in the year.

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN is 0.51%.

Enrollment Features

CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN 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

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

Get Started

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 …

Click for tips and plans for income

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 …