SERVESYS

Plan Contact

  • Address: 2727 LBJ FREEWAY #915,DALLAS,TX
  • Contact person: DALINES VAZQUEZ
  • Phone: (972) 445-9569

Plan General Information

SERVESYS Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of SERVESYS is $35,686.00.This plan was established in 2018.

SERVESYS Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in SERVESYS is 104

SERVESYS Average Participant Retirement Account Value

In 2018, the average participant retirement account value for SERVESYS is $343.00

SERVESYS Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for SERVESYS is $765.00.

SERVESYS Expense Ratio

In 2018, the investment and administrative expense ratio of SERVESYS is 0.10%.

Enrollment Features

SERVESYS 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 …