TAG(K) POOLED EMPLOYER PLAN
Plan Contact
- Address: 2454 N. MCMULLEN BOOTH ROAD, ST 431,CLEARWATER,FL
- Phone: (813) 774-3366
Plan General Information
TAG(K) POOLED EMPLOYER PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of TAG(K) POOLED EMPLOYER PLAN is $68,437.00.This plan was established in 2021.
TAG(K) POOLED EMPLOYER PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in TAG(K) POOLED EMPLOYER PLAN is 17
TAG(K) POOLED EMPLOYER PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for TAG(K) POOLED EMPLOYER PLAN is $4,025.00
TAG(K) POOLED EMPLOYER PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for TAG(K) POOLED EMPLOYER PLAN is $5,832.00.
TAG(K) POOLED EMPLOYER PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in TAG(K) POOLED EMPLOYER PLAN is approximately $1,015.00
Investing in this additonal $1,015.00 for 20 years would give you extra $65,012.00, assuming a 10% annual return.
Investing in this additonal $1,015.00 for 20 years would give you extra $65,012.00, assuming a 10% annual return.
TAG(K) POOLED EMPLOYER PLAN Total Employer Contribution and Match Rate
In 2022, TAG(K) POOLED EMPLOYER PLAN allocates $17,269.00 to match its employees' contributions, providing an employer match rate of 34.83% of their contributions
TAG(K) POOLED EMPLOYER PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of TAG(K) POOLED EMPLOYER PLAN is 0.00%.
Enrollment Features
TAG(K) POOLED EMPLOYER 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
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
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 …