SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 10680 BARKLEY, SUITE 100,OVERLAND PARK,KS
  • Contact person: KIMBERLY ADAMS
  • Phone: (913) 648-2984

Plan General Information

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is $914,925.00.This plan was established in 1997.

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is 102

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2015, the average participant retirement account value for SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is $8,969.00

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is $1,051.00.

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is -0.77%.

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is 0.23%. This measures the effectiveness of the plan participants' investments in the year.

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2015, the investment and administrative expense ratio of SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST is 0.30%.

Enrollment Features

SOCIAL WORK PRN 401(K) PROFIT SHARING PLAN & TRUST 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 ...