CMS COMPANIES RETIREMENT PLAN

Plan Contact

  • Address: 21620 88TH PL S,KENT,WA
  • Contact person: TAMI LEVINSON
  • Phone: (858) 874-2600

Plan General Information

CMS COMPANIES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CMS COMPANIES RETIREMENT PLAN is $14,911,266.00.This plan was established in 1990.

CMS COMPANIES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CMS COMPANIES RETIREMENT PLAN is 185

CMS COMPANIES RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CMS COMPANIES RETIREMENT PLAN is $80,601.00

CMS COMPANIES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CMS COMPANIES RETIREMENT PLAN is $5,583.00.

CMS COMPANIES RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CMS COMPANIES RETIREMENT PLAN is approximately $1,201.00
Investing in this additonal $1,201.00 for 20 years would give you extra $76,880.00, assuming a 10% annual return.

CMS COMPANIES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, CMS COMPANIES RETIREMENT PLAN allocates $222,234.00 to match its employees' contributions, providing an employer match rate of 43.03% of their contributions

CMS COMPANIES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CMS COMPANIES RETIREMENT PLAN is 16.52%.

CMS COMPANIES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CMS COMPANIES RETIREMENT PLAN is 17.79%. This measures the effectiveness of the plan participants' investments in the year.

CMS COMPANIES RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CMS COMPANIES RETIREMENT PLAN is 0.31%.

Enrollment Features

CMS COMPANIES 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 …