THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST

Plan Contact

  • Address: P.O. BOX 182726,COLUMBUS,OH
  • Phone: (614) 792-1085

Plan General Information

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is $60,350,942.00.This plan was established in 1997.

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is 1220

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2016, the average participant retirement account value for THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is $49,467.00

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is $5,897.00.

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is approximately $959.00
Investing in this additonal $959.00 for 20 years would give you extra $61,405.00, assuming a 10% annual return.

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2016, THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST allocates $1,170,549.00 to match its employees' contributions, providing an employer match rate of 32.54% of their contributions

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is 45.10%.

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is 42.27%. This measures the effectiveness of the plan participants' investments in the year.

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST Expense Ratio

In 2016, the investment and administrative expense ratio of THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST is 0.34%.

Enrollment Features

THE CAREWORKS FAMILY OF COMPANIES 401(K) PLAN AND TRUST has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 ...