PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA

Plan Contact

  • Address: 5228 W PLANO PKWY,PLANO,TX
  • Contact person: SHIRLEY HORNER
  • Phone: (972) 250-5644

Plan General Information

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is $8,511,253.00.This plan was established in 1998.

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is 116

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Average Participant Retirement Account Value

In 2020, the average participant retirement account value for PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is $73,372.00

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is $6,062.00.

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is approximately $2,664.00
Investing in this additonal $2,664.00 for 20 years would give you extra $170,554.00, assuming a 10% annual return.

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Total Employer Contribution and Match Rate

In 2020, PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA allocates $309,130.00 to match its employees' contributions, providing an employer match rate of 87.91% of their contributions

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is -22.60%.

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is 12.05%. This measures the effectiveness of the plan participants' investments in the year.

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA Expense Ratio

In 2020, the investment and administrative expense ratio of PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA is 0.44%.

Enrollment Features

PLANO ORTHOPEDIC & SPORTS MEDICINE CENTER, PLLC 401(K) PLA has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …