TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Plan Contact

  • Address: 93 CAHILL STREET,SAN JOSE,CA
  • Contact person: KIRK TOWNSEND
  • Phone: (408) 961-4350

Plan General Information

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $7,268,831.00.This plan was established in 2012.

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 382

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Average Participant Retirement Account Value

In 2018, the average participant retirement account value for TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $19,028.00

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is $3,947.00.

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Average Employer Match

In 2018, the estimated average employer match for an employee in TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is approximately $69.00
Investing in this additonal $69.00 for 20 years would give you extra $4,465.00, assuming a 10% annual return.

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Employer Contribution and Match Rate

In 2018, TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES allocates $26,652.00 to match its employees' contributions, providing an employer match rate of 3.54% of their contributions

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is -5.54%.

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is -10.36%. This measures the effectiveness of the plan participants' investments in the year.

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Expense Ratio

In 2018, the investment and administrative expense ratio of TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES is 0.05%.

Enrollment Features

TASI-CALTRAIN 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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 …