CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan Contact
- Contact person: DAVID B SMITH
- Phone: (617) 622-6533
Plan General Information
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2002, the total retirement plan assets of CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is $853,762.00.This plan was established in 1999.
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2002, the total number of retirement plan participants in CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is 249
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2002, the average participant retirement account value for CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is $3,428.00
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2002, the estimated average employee contribution amount per participant for CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is $3,465.00.
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2002, the total retirement plan asset growth rate of CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is 65.29%.
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2002, the estimated aggregate retirement account investment gain/loss for CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is -18.59%. This measures the effectiveness of the plan participants' investments in the year.
CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2002, the investment and administrative expense ratio of CIRCLE COMPANY ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST is 0.12%.
Enrollment Features
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 …