401K PLAN FOR ASSOC

Plan Contact

  • Address: 1735 MARKET STREET, 51ST FLOOR,PHILADELPHIA,PA
  • Contact person: SHARI STERN
  • Phone: (215) 665-8500

Plan General Information

401K PLAN FOR ASSOC Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of 401K PLAN FOR ASSOC is $99,794,334.00.This plan was established in 1991.

401K PLAN FOR ASSOC Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in 401K PLAN FOR ASSOC is 682

401K PLAN FOR ASSOC Average Participant Retirement Account Value

In 2020, the average participant retirement account value for 401K PLAN FOR ASSOC is $146,326.00

401K PLAN FOR ASSOC Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for 401K PLAN FOR ASSOC is $14,514.00.

401K PLAN FOR ASSOC Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of 401K PLAN FOR ASSOC is 17.24%.

401K PLAN FOR ASSOC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for 401K PLAN FOR ASSOC is 30.02%. This measures the effectiveness of the plan participants' investments in the year.

401K PLAN FOR ASSOC Expense Ratio

In 2020, the investment and administrative expense ratio of 401K PLAN FOR ASSOC is 0.06%.

Enrollment Features

401K PLAN FOR ASSOC 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.


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 …