HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 130 NEW BOSTON STREET, SUITE 103,WOBURN,MA
- Phone: (781) 674-2884
Plan General Information
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2015, the total retirement plan assets of HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is $1,026,141.00.This plan was established in 2000.
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2015, the total number of retirement plan participants in HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is 121
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2015, the average participant retirement account value for HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is $8,480.00
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2015, the estimated average employee contribution amount per participant for HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is $3,093.00.
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2015, the estimated average employer match for an employee in HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is approximately $231.00
Investing in this additonal $231.00 for 20 years would give you extra $14,794.00, assuming a 10% annual return.
Investing in this additonal $231.00 for 20 years would give you extra $14,794.00, assuming a 10% annual return.
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2015, HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST allocates $27,971.00 to match its employees' contributions, providing an employer match rate of 14.95% of their contributions
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2015, the total retirement plan asset growth rate of HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is 42.72%.
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2015, the estimated aggregate retirement account investment gain/loss for HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is -2.32%. This measures the effectiveness of the plan participants' investments in the year.
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2015, the investment and administrative expense ratio of HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST is 0.40%.
Enrollment Features
HEARTHSTONE ALZHEIMER CARE LTD 401(K) PROFIT SHARING PLAN & TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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