CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN

Plan Contact

  • Address: 6350 W ANDREW JOHNSON HWY,TALBOTT,TN
  • Contact person: JUSTIN LAWSON
  • Phone: (865) 586-5031

Plan General Information

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is $54,451,941.00.This plan was established in 1990.

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is 846

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is $64,363.00

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is $2,436.00.

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is approximately $1,292.00
Investing in this additonal $1,292.00 for 20 years would give you extra $82,696.00, assuming a 10% annual return.

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN allocates $1,093,141.00 to match its employees' contributions, providing an employer match rate of 52.26% of their contributions

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is 14.07%.

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is 18.34%. This measures the effectiveness of the plan participants' investments in the year.

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT PLAN is 0.04%.

Enrollment Features

CHEROKEE HEALTH SYSTEMS, INC. TAX DEFERRED RETIREMENT 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.


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 …