KROS-WISE, INC. SCA PLAN

Plan Contact

  • Address: 435 E CARMEL STREET,SAN MARCOS,CA
  • Contact person: LILY ARAGON
  • Phone: (619) 607-2899

Plan General Information

KROS-WISE, INC. SCA PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KROS-WISE, INC. SCA PLAN is 169

KROS-WISE, INC. SCA PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KROS-WISE, INC. SCA PLAN is approximately $434.00
Investing in this additonal $434.00 for 20 years would give you extra $27,839.00, assuming a 10% annual return.

Enrollment Features

KROS-WISE, INC. SCA PLAN 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 …