JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR

Plan Contact

  • Phone: (423) 756-7100

Plan General Information

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is $13,275,083.00.This plan was established in 1986.

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is 157

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Average Participant Retirement Account Value

In 2003, the average participant retirement account value for JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is $84,554.00

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is $8,056.00.

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is approximately $927.00
Investing in this additonal $927.00 for 20 years would give you extra $59,343.00, assuming a 10% annual return.

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Total Employer Contribution and Match Rate

In 2003, JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR allocates $145,578.00 to match its employees' contributions, providing an employer match rate of 23.02% of their contributions

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is 29.78%.

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is 22.54%. This measures the effectiveness of the plan participants' investments in the year.

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR Expense Ratio

In 2003, the investment and administrative expense ratio of JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR is 0.10%.

Enrollment Features

JOSEPH DECOSIMO AND COMPANY SALARY REDUCTION RETIR has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …