401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A.

Plan Contact

  • Address: P.O. BOX 3239,TAMPA,FL
  • Contact person: COREY HOLTHAUS
  • Phone: (813) 223-7000

Plan General Information

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is $3,221,453.00.This plan was established in 2003.

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is 189

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Average Participant Retirement Account Value

In 2013, the average participant retirement account value for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is $17,044.00

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is $6,179.00.

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is approximately $249.00
Investing in this additonal $249.00 for 20 years would give you extra $15,983.00, assuming a 10% annual return.

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Total Employer Contribution and Match Rate

In 2013, 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. allocates $47,200.00 to match its employees' contributions, providing an employer match rate of 8.08% of their contributions

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is 5.92%.

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is -4.58%. This measures the effectiveness of the plan participants' investments in the year.

401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. Expense Ratio

In 2013, the investment and administrative expense ratio of 401(K) PLAN FOR ASSOCIATE ATTORNEYS OF CARLTON FIELDS, P.A. is 0.58%.

Enrollment Features

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …