PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 800 AIRPORT ROAD,ANNVILLE,PA
  • Contact person: ERIN C. PLOUCHA
  • Phone: (330) 335-1588

Plan General Information

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is $14,258,512.00.This plan was established in 2003.

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is 498

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is $28,631.00

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is $5,695.00.

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is approximately $1,032.00
Investing in this additonal $1,032.00 for 20 years would give you extra $66,061.00, assuming a 10% annual return.

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2009, PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN allocates $514,042.00 to match its employees' contributions, providing an employer match rate of 36.24% of their contributions

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is 43.49%.

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is 25.23%. This measures the effectiveness of the plan participants' investments in the year.

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN Expense Ratio

In 2009, the investment and administrative expense ratio of PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING PLAN is 0.06%.

Enrollment Features

PALISADES ASSOCIATES, INC. & AFFILIATES 401(K) PROFIT SHARING 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.
    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 …