VARO RETIREMENT PLAN

Plan Contact

  • Address: 555 MONTGOMERY ST. 11TH FLOOR,SAN FRANCISCO,CA
  • Phone: (415) 513-5240

Plan General Information

VARO RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VARO RETIREMENT PLAN is $18,360,854.00.This plan was established in 2019.

VARO RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VARO RETIREMENT PLAN is 741

VARO RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VARO RETIREMENT PLAN is $24,778.00

VARO RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for VARO RETIREMENT PLAN is $6,569.00.

VARO RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of VARO RETIREMENT PLAN is 43.42%.

VARO RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for VARO RETIREMENT PLAN is 19.94%. This measures the effectiveness of the plan participants' investments in the year.

VARO RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of VARO RETIREMENT PLAN is 0.41%.

Enrollment Features

VARO RETIREMENT PLAN 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 …