PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN

Plan Contact

  • Address: 8650 WESTOVER COURT,GRANBURY,TX
  • Contact person: NANCY SMITH
  • Phone: (817) 573-2641

Plan General Information

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is $782,755.00.This plan was established in 1999.

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is 121

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is $6,469.00

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is $930.00.

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is approximately $122.00
Investing in this additonal $122.00 for 20 years would give you extra $7,825.00, assuming a 10% annual return.

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Total Employer Contribution and Match Rate

In 2020, PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN allocates $14,795.00 to match its employees' contributions, providing an employer match rate of 26.27% of their contributions

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is -40.06%.

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is 12.16%. This measures the effectiveness of the plan participants' investments in the year.

PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of PECAN PLANTATION OWNERS' ASSOCIATION, INC. EMPLOYEES SAVINGS PLAN is 1.67%.

Enrollment Features


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 …