SFL DATA 401(K) PLAN
Plan Contact
- Address: 100 CALIFORNIA ST. STE 800,SAN FRANCISCO,CA
- Contact person: LILAINE PASCUA
- Phone: (415) 392-2900
Plan General Information
SFL DATA 401(K) PLAN Total Retirement Plan Assets
At the end of 2012, the total retirement plan assets of SFL DATA 401(K) PLAN is $1,389,973.00.This plan was established in 2002.
SFL DATA 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2012, the total number of retirement plan participants in SFL DATA 401(K) PLAN is 145
SFL DATA 401(K) PLAN Average Participant Retirement Account Value
In 2012, the average participant retirement account value for SFL DATA 401(K) PLAN is $9,586.00
SFL DATA 401(K) PLAN Estimated Average Employee Contribution Amount
In 2012, the estimated average employee contribution amount per participant for SFL DATA 401(K) PLAN is $5,125.00.
SFL DATA 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2012, the total retirement plan asset growth rate of SFL DATA 401(K) PLAN is 48.92%.
SFL DATA 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2012, the estimated aggregate retirement account investment gain/loss for SFL DATA 401(K) PLAN is 13.60%. This measures the effectiveness of the plan participants' investments in the year.
SFL DATA 401(K) PLAN Expense Ratio
In 2012, the investment and administrative expense ratio of SFL DATA 401(K) PLAN is 0.15%.
Enrollment Features
SFL DATA 401(K) PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) 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 ...