PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS

Plan Contact

  • Address: 575 DREWVILLE RD,CARMEL,NY
  • Phone: (845) 278-7272

Plan General Information

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is $12,457,457.00.This plan was established in 1999.

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is 930

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Average Participant Retirement Account Value

In 2019, the average participant retirement account value for PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is $13,395.00

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is $774.00.

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is 5.84%.

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is 11.53%. This measures the effectiveness of the plan participants' investments in the year.

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS Expense Ratio

In 2019, the investment and administrative expense ratio of PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS is 0.11%.

Enrollment Features

PUTNAM COUNTY CHAPTER NYSARC, INC. D/B/A PUTNAM AS ASSOC RESOURCE CENTERS 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 …