COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN

Plan Contact

  • Address: 1311 SW 16TH STREET,GAINESVILLE,FL
  • Contact person: TODD REESE
  • Phone: (352) 376-8821

Plan General Information

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is $43,602.00.This plan was established in 2010.

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is 479

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is $91.00

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is $202.00.

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is 283.15%.

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is -7.65%. This measures the effectiveness of the plan participants' investments in the year.

COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of COUNCIL ON AGING OF FLORIDA, INC. 403(B) PLAN is 0.00%.

Enrollment Features


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 …