PROTEUS DIGITAL HEALTH. RETIREMENT TRUST

Plan Contact

  • Address: 2600 BRIDGE PARKWAY SUITE 101,REDWOOD CITY,CA
  • Contact person: ANDREW THOMPSON
  • Phone: (650) 632-4031

Plan General Information

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is $5,475,821.00.This plan was established in 2004.

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is 154

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Average Participant Retirement Account Value

In 2013, the average participant retirement account value for PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is $35,557.00

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is $11,533.00.

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is 32.33%.

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is 15.53%. This measures the effectiveness of the plan participants' investments in the year.

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST Expense Ratio

In 2013, the investment and administrative expense ratio of PROTEUS DIGITAL HEALTH. RETIREMENT TRUST is 0.16%.

Enrollment Features

PROTEUS DIGITAL HEALTH. RETIREMENT TRUST 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 …