EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY

Plan Contact

  • Address: 141 STONY CIR STE 210,SANTA ROSA,CA
  • Contact person: RACHEL CLEIN-CUNNINGHAM
  • Phone: (707) 544-6911

Plan General Information

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is $4,572,692.00.This plan was established in 2022.

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is 266

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Average Participant Retirement Account Value

In 2021, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is $17,190.00

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is $909.00.

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is approximately $487.00
Investing in this additonal $487.00 for 20 years would give you extra $31,187.00, assuming a 10% annual return.

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Total Employer Contribution and Match Rate

In 2021, EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY allocates $129,623.00 to match its employees' contributions, providing an employer match rate of 53.56% of their contributions

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is 19.17%.

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is 12.88%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY Expense Ratio

In 2021, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY is 0.06%.

Enrollment Features

EMPLOYEE BENEFIT PLAN OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY 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 …