HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN
Plan Contact
- Address: 410 BOOT ROAD,DOWNINGTOWN,PA
- Contact person: ADAM BRANDT
- Phone: (610) 873-1010
Plan General Information
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Total Retirement Plan Assets
At the end of 2016, the total retirement plan assets of HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is $7,206,098.00.This plan was established in 1992.
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2016, the total number of retirement plan participants in HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is 230
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Average Participant Retirement Account Value
In 2016, the average participant retirement account value for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is $31,330.00
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Estimated Average Employee Contribution Amount
In 2016, the estimated average employee contribution amount per participant for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is $628.00.
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2016, the total retirement plan asset growth rate of HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is -1.92%.
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2016, the estimated aggregate retirement account investment gain/loss for HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is 5.70%. This measures the effectiveness of the plan participants' investments in the year.
HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN Expense Ratio
In 2016, the investment and administrative expense ratio of HUMAN SERVICES, INC. TAX DEFERRED ANNUITY PENSION PLAN is 0.15%.
Enrollment Features
Recent Articles
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
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 …