TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES
Plan Contact
- Address: 5271 CALIFORNIA AVE. #270,IRVINE,CA
- Contact person: ADAM MEISLIK
- Phone: (949) 432-9480
Plan General Information
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is $3,253,886.00.This plan was established in 1976.
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is 257
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is $12,661.00
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is -23.00%.
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is 12.37%. This measures the effectiveness of the plan participants' investments in the year.
TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES Expense Ratio
In 2023, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES is 0.56%.
Enrollment Features
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) 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 ...