SANTA FE MERCADO CARNICERIA

Plan Contact

  • Address: 331 PIERCY ROAD,SAN JOSE,CA
  • Contact person: SHIRLEY HORNER
  • Phone: (408) 251-1033

Plan General Information

SANTA FE MERCADO CARNICERIA Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SANTA FE MERCADO CARNICERIA is $120,587.00.This plan was established in 2020.

SANTA FE MERCADO CARNICERIA Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SANTA FE MERCADO CARNICERIA is 124

SANTA FE MERCADO CARNICERIA Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SANTA FE MERCADO CARNICERIA is $972.00

SANTA FE MERCADO CARNICERIA Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SANTA FE MERCADO CARNICERIA is $329.00.

SANTA FE MERCADO CARNICERIA Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SANTA FE MERCADO CARNICERIA is 29.77%.

SANTA FE MERCADO CARNICERIA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SANTA FE MERCADO CARNICERIA is -15.78%. This measures the effectiveness of the plan participants' investments in the year.

SANTA FE MERCADO CARNICERIA Expense Ratio

In 2022, the investment and administrative expense ratio of SANTA FE MERCADO CARNICERIA is 0.43%.

Enrollment Features

SANTA FE MERCADO CARNICERIA 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.


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 ...