DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN

Plan Contact

  • Contact person: JOEL SANDBERG
  • Phone: (718) 937-9500

Plan General Information

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is $5,722,910.00.This plan was established in 1983.

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is 134

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is $42,708.00

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is $7,352.00.

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is -24.66%.

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN is -26.99%. This measures the effectiveness of the plan participants' investments in the year.

DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of DAVIS & WARSHOW, INC. 401K SAVINGS AND RETIREMENT 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 …