AMERICAN FAMILY ORTHODONTICS LLC

Plan Contact

  • Contact person: TIMOTHY HOAGLAND
  • Phone: (502) 423-9111

Plan General Information

AMERICAN FAMILY ORTHODONTICS LLC Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of AMERICAN FAMILY ORTHODONTICS LLC is $581,996.00.This plan was established in 1997.

AMERICAN FAMILY ORTHODONTICS LLC Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in AMERICAN FAMILY ORTHODONTICS LLC is 131

AMERICAN FAMILY ORTHODONTICS LLC Average Participant Retirement Account Value

In 2004, the average participant retirement account value for AMERICAN FAMILY ORTHODONTICS LLC is $4,442.00

AMERICAN FAMILY ORTHODONTICS LLC Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for AMERICAN FAMILY ORTHODONTICS LLC is $1,917.00.

AMERICAN FAMILY ORTHODONTICS LLC Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in AMERICAN FAMILY ORTHODONTICS LLC is approximately $284.00
Investing in this additonal $284.00 for 20 years would give you extra $18,236.00, assuming a 10% annual return.

AMERICAN FAMILY ORTHODONTICS LLC Total Employer Contribution and Match Rate

In 2004, AMERICAN FAMILY ORTHODONTICS LLC allocates $37,328.00 to match its employees' contributions, providing an employer match rate of 29.71% of their contributions

AMERICAN FAMILY ORTHODONTICS LLC Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of AMERICAN FAMILY ORTHODONTICS LLC is 39.54%.

AMERICAN FAMILY ORTHODONTICS LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for AMERICAN FAMILY ORTHODONTICS LLC is 11.56%. This measures the effectiveness of the plan participants' investments in the year.

AMERICAN FAMILY ORTHODONTICS LLC Expense Ratio

In 2004, the investment and administrative expense ratio of AMERICAN FAMILY ORTHODONTICS LLC is 0.90%.

Enrollment Features


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 ...