WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP
Plan Contact
- Address: 9200 SOUTH DADELAND BLVD,SUITE 300,MIAMI,FL
- Contact person: THOMAS FALCON
- Phone: (305) 671-1300
Plan General Information
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $15,241,487.00.This plan was established in 1989.
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is 104
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Average Participant Retirement Account Value
In 2022, the average participant retirement account value for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $146,552.00
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $1,865.00.
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is approximately $911.00
Investing in this additonal $911.00 for 20 years would give you extra $58,313.00, assuming a 10% annual return.
Investing in this additonal $911.00 for 20 years would give you extra $58,313.00, assuming a 10% annual return.
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Total Employer Contribution and Match Rate
In 2022, WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP allocates $94,760.00 to match its employees' contributions, providing an employer match rate of 47.92% of their contributions
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is -18.95%.
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is -16.28%. This measures the effectiveness of the plan participants' investments in the year.
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP Expense Ratio
In 2022, the investment and administrative expense ratio of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is 0.28%.
Enrollment Features
WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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.
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 ...