TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 81 EAST MAIN STREET,XENIA,OH
  • Contact person: MARK SCHLATER
  • Phone: (937) 376-3996

Plan General Information

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is $119,392.00.This plan was established in 1991.

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is 287

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is $416.00

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is $215.00.

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is -93.93%.

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is 10.37%. This measures the effectiveness of the plan participants' investments in the year.

TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN is 16.38%.

Enrollment Features


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 …