RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST

Plan Contact

  • Address: 201 EAST PINE STREET, 15TH FLOOR,ORLANDO,FL
  • Contact person: JENNINGS L. HURT III
  • Phone: (407) 839-0120

Plan General Information

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is $33,825,850.00.This plan was established in 1987.

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is 292

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is $115,841.00

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is $4,091.00.

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is approximately $1,314.00
Investing in this additonal $1,314.00 for 20 years would give you extra $84,097.00, assuming a 10% annual return.

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Total Employer Contribution and Match Rate

In 2022, RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST allocates $383,694.00 to match its employees' contributions, providing an employer match rate of 31.90% of their contributions

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is -21.47%.

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is -17.74%. This measures the effectiveness of the plan participants' investments in the year.

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST is 0.40%.

Enrollment Features

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …