STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC)

Plan Contact

  • Address: 14425 N. 7TH STREET, STE. 102,PHOENIX,AZ
  • Phone: (480) 830-7700

Plan General Information

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is $6,222,410.00.This plan was established in 2018.

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is 345

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Average Participant Retirement Account Value

In 2021, the average participant retirement account value for STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is $18,035.00

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is $4,119.00.

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is approximately $924.00
Investing in this additonal $924.00 for 20 years would give you extra $59,172.00, assuming a 10% annual return.

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Total Employer Contribution and Match Rate

In 2021, STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) allocates $318,975.00 to match its employees' contributions, providing an employer match rate of 44.88% of their contributions

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is 24.43%.

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is 11.99%. This measures the effectiveness of the plan participants' investments in the year.

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) Expense Ratio

In 2021, the investment and administrative expense ratio of STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) is 1.09%.

Enrollment Features

STRUNK HR, LLC 401(K) PLAN (GREAT ELM HEALTHCARE, LLC) 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 …