COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN

Plan Contact

  • Address: 702 EAST MARKET STREET,AKRON,OH
  • Contact person: MICHELLE MARSHALL
  • Phone: (330) 315-3708

Plan General Information

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is $2,817,147.00.This plan was established in 1995.

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is 280

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value

In 2018, the average participant retirement account value for COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is $10,061.00

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is $1,264.00.

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is -11.24%.

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is -5.86%. This measures the effectiveness of the plan participants' investments in the year.

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN Expense Ratio

In 2018, the investment and administrative expense ratio of COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY PLAN is 0.03%.

Enrollment Features

COMMUNITY DRUG BOARD & COMMUNITY DRUG BOARD FOUNDATION TAX SHELTERED ANNUITY 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 …