BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN

Plan Contact

  • Address: 100 MIDDLE STREET,PORTLAND,ME
  • Contact person: DEBRA GENENDER
  • Phone: (207) 775-2387

Plan General Information

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is $30,752,388.00.This plan was established in 1980.

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is 232

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is $132,553.00

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is $9,134.00.

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is approximately $5,634.00
Investing in this additonal $5,634.00 for 20 years would give you extra $360,632.00, assuming a 10% annual return.

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Total Employer Contribution and Match Rate

In 2010, BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN allocates $1,307,294.00 to match its employees' contributions, providing an employer match rate of 123.38% of their contributions

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is 3.05%.

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is 12.67%. This measures the effectiveness of the plan participants' investments in the year.

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN is 0.04%.

Enrollment Features

BERRY, DUNN, MCNEIL & PARKER 401(K) PS PLAN 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 …