D.H. SMITH COMPANY, INC. 401(K) PLAN
Plan Contact
- Address: 6000 HELLYER AVE STE 150,SAN JOSE,CA
- Contact person: SHIRLEY HORNER
- Phone: (408) 532-7617
Plan General Information
D.H. SMITH COMPANY, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of D.H. SMITH COMPANY, INC. 401(K) PLAN is $203,741.00.This plan was established in 2020.
D.H. SMITH COMPANY, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in D.H. SMITH COMPANY, INC. 401(K) PLAN is 239
D.H. SMITH COMPANY, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for D.H. SMITH COMPANY, INC. 401(K) PLAN is $852.00
D.H. SMITH COMPANY, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for D.H. SMITH COMPANY, INC. 401(K) PLAN is $847.00.
D.H. SMITH COMPANY, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of D.H. SMITH COMPANY, INC. 401(K) PLAN is 46.76%.
D.H. SMITH COMPANY, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for D.H. SMITH COMPANY, INC. 401(K) PLAN is -13.81%. This measures the effectiveness of the plan participants' investments in the year.
D.H. SMITH COMPANY, INC. 401(K) PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of D.H. SMITH COMPANY, INC. 401(K) PLAN is 0.46%.
Enrollment Features
D.H. SMITH COMPANY, INC. 401(K) PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...