401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC.

Plan Contact

  • Address: 110 NORTH MAIN STREET,,DAYTON,OH
  • Contact person: JEANNA SEVERT
  • Phone: (937) 499-8211

Plan General Information

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is $190,207.00.This plan was established in 2006.

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is 849

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Average Participant Retirement Account Value

In 2016, the average participant retirement account value for 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is $224.00

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is $94.00.

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is 2.21%.

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is 3.76%. This measures the effectiveness of the plan participants' investments in the year.

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. Expense Ratio

In 2016, the investment and administrative expense ratio of 401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. is 0.26%.

Enrollment Features

401(K) RETIREMENT PLAN OF HEALTH SPECIALISTS OF DAYTON, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their 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 …