PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN

Plan Contact

  • Address: 20 WOOD COURT,TARRYTOWN,NY
  • Contact person: JAY WALDEN
  • Phone: (914) 597-7600

Plan General Information

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is $5,250,453.00.This plan was established in 2015.

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is 1960

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is $2,678.00

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is $324.00.

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is 22.12%.

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is 16.30%. This measures the effectiveness of the plan participants' investments in the year.

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN is 0.86%.

Enrollment Features

PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) 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.


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