EMERGEORTHO PA RETIREMENT PLAN 2
Plan Contact
Plan General Information
EMERGEORTHO PA RETIREMENT PLAN 2 Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of EMERGEORTHO PA RETIREMENT PLAN 2 is $39,098,947.00.This plan was established in 2022.
EMERGEORTHO PA RETIREMENT PLAN 2 Total Employer Contribution and Match Rate
In 2022, EMERGEORTHO PA RETIREMENT PLAN 2 allocates $2,838,477.00 to match its employees' contributions, providing an employer match rate of 74.71% of their contributions
EMERGEORTHO PA RETIREMENT PLAN 2 Expense Ratio
In 2022, the investment and administrative expense ratio of EMERGEORTHO PA RETIREMENT PLAN 2 is 0.22%.
Enrollment Features
EMERGEORTHO PA RETIREMENT PLAN 2 has the following features: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.
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 ...