THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC.

Plan Contact

  • Address: 701 WESTCHESTER AVENUE,,WHITE PLAINS,NY
  • Contact person: JANENE BINNION
  • Phone: (800) 872-3473

Plan General Information

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is $429,969.00.This plan was established in 2016.

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is 169

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Average Participant Retirement Account Value

In 2019, the average participant retirement account value for THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is $2,544.00

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is $3,114.00.

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is approximately $978.00
Investing in this additonal $978.00 for 20 years would give you extra $62,641.00, assuming a 10% annual return.

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Total Employer Contribution and Match Rate

In 2019, THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. allocates $165,414.00 to match its employees' contributions, providing an employer match rate of 62.86% of their contributions

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. Expense Ratio

In 2019, the investment and administrative expense ratio of THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. is 0.46%.

Enrollment Features

THE LONE STAR RETIREMENT SOLUTIONS BOARD OF DIRECTORS PENTEGRA SERVICES INC. 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 …