CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN

Plan Contact

  • Address: 3030 NORTH ROCKY POINT DRIVE WEST,,TAMPA,FL
  • Contact person: TRUDY CONTESSA
  • Phone: (813) 386-7815

Plan General Information

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is $57,888,284.00.This plan was established in 1986.

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is 1206

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2015, the average participant retirement account value for CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is $48,000.00

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is $8,537.00.

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is approximately $1,318.00
Investing in this additonal $1,318.00 for 20 years would give you extra $84,374.00, assuming a 10% annual return.

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2015, CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN allocates $1,589,926.00 to match its employees' contributions, providing an employer match rate of 30.88% of their contributions

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is 0.73%.

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is -1.21%. This measures the effectiveness of the plan participants' investments in the year.

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN Expense Ratio

In 2015, the investment and administrative expense ratio of CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING PLAN is 0.25%.

Enrollment Features

CUNNINGHAM LINDSEY U.S., INC. PROFIT SHARING 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 ...