BERNARDI AUTO GROUP RETIREMENT PLAN
Plan Contact
- Address: 1626 WORCESTER ROAD,FRAMINGHAM,MA
- Contact person: KERRIN SECTISH
- Phone: (508) 879-7171
Plan General Information
BERNARDI AUTO GROUP RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BERNARDI AUTO GROUP RETIREMENT PLAN is $25,558,964.00.This plan was established in 1984.
BERNARDI AUTO GROUP RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BERNARDI AUTO GROUP RETIREMENT PLAN is 640
BERNARDI AUTO GROUP RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BERNARDI AUTO GROUP RETIREMENT PLAN is $39,935.00
BERNARDI AUTO GROUP RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BERNARDI AUTO GROUP RETIREMENT PLAN is $3,178.00.
BERNARDI AUTO GROUP RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BERNARDI AUTO GROUP RETIREMENT PLAN is 10.70%.
BERNARDI AUTO GROUP RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BERNARDI AUTO GROUP RETIREMENT PLAN is 16.47%. This measures the effectiveness of the plan participants' investments in the year.
BERNARDI AUTO GROUP RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of BERNARDI AUTO GROUP RETIREMENT PLAN is 0.20%.
Enrollment Features
BERNARDI AUTO GROUP RETIREMENT PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
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 ...