E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP

Plan Contact

  • Address: TWO NESHAMINY INTERPLEX,,TREVOSE,PA
  • Contact person: CHRISTOPHER SOTO
  • Phone: (215) 244-5104

Plan General Information

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is $31,712,236.00.This plan was established in 1996.

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is 860

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Average Participant Retirement Account Value

In 2020, the average participant retirement account value for E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is $36,874.00

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is $4,613.00.

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is approximately $1,106.00
Investing in this additonal $1,106.00 for 20 years would give you extra $70,818.00, assuming a 10% annual return.

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Total Employer Contribution and Match Rate

In 2020, E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP allocates $951,629.00 to match its employees' contributions, providing an employer match rate of 47.97% of their contributions

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is -0.46%.

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is 4.24%. This measures the effectiveness of the plan participants' investments in the year.

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP Expense Ratio

In 2020, the investment and administrative expense ratio of E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP is 0.50%.

Enrollment Features

E'EES SAVINGS PLAN OF LIK MGMT, SHK MGMT, HYMAN KORMAN CO, BELLMAWR JOINT VENTURE, KORMAN SERVICES, LP has the following features:
    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 …