SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN

Plan Contact

  • Phone: (310) 665-2100

Plan General Information

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is $7,681,117.00.This plan was established in 1965.

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is 282

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Average Participant Retirement Account Value

In 2003, the average participant retirement account value for SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is $27,238.00

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is $2,711.00.

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is approximately $319.00
Investing in this additonal $319.00 for 20 years would give you extra $20,435.00, assuming a 10% annual return.

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Total Employer Contribution and Match Rate

In 2003, SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN allocates $90,046.00 to match its employees' contributions, providing an employer match rate of 23.56% of their contributions

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is 24.39%.

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is 20.05%. This measures the effectiveness of the plan participants' investments in the year.

SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of SHERWOOD MANAGEMENT CO., INC. & ASSOCIATED COMPANIES EMPLOYEES 401K / PS PLAN is 0.01%.

Enrollment Features


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 ...