FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN

Plan Contact

  • Address: 1300 WATERFORD DRIVE, LOWER LEVEL,AURORA,IL
  • Contact person: HARRY RUBINSTEIN
  • Phone: (630) 851-1206

Plan General Information

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is $12,989,392.00.This plan was established in 1996.

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is 129

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is $100,692.00

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is $4,292.00.

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is approximately $2,245.00
Investing in this additonal $2,245.00 for 20 years would give you extra $143,713.00, assuming a 10% annual return.

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN allocates $289,672.00 to match its employees' contributions, providing an employer match rate of 53.35% of their contributions

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is 20.49%.

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is 17.93%. This measures the effectiveness of the plan participants' investments in the year.

FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FOX VALLEY MEDICAL ASSOCIATES, LTD. 401(K) PLAN is 0.27%.

Enrollment Features

FOX VALLEY MEDICAL ASSOCIATES, LTD. 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.


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 …