EMORY AND HENRY COLLEGE 403(B) TDA PLAN

Plan Contact

  • Address: POST OFFICE BOX 947,EMORY,VA
  • Contact person: DIRK WILMOTH
  • Phone: (276) 944-6112

Plan General Information

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of EMORY AND HENRY COLLEGE 403(B) TDA PLAN is $14,284,453.00.This plan was established in 1976.

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in EMORY AND HENRY COLLEGE 403(B) TDA PLAN is 322

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for EMORY AND HENRY COLLEGE 403(B) TDA PLAN is $44,361.00

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for EMORY AND HENRY COLLEGE 403(B) TDA PLAN is $3,024.00.

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of EMORY AND HENRY COLLEGE 403(B) TDA PLAN is 5.23%.

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for EMORY AND HENRY COLLEGE 403(B) TDA PLAN is 9.26%. This measures the effectiveness of the plan participants' investments in the year.

EMORY AND HENRY COLLEGE 403(B) TDA PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of EMORY AND HENRY COLLEGE 403(B) TDA 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 …