BURGEON HOTEL GROUP CORP. 401(K) PLAN

Plan Contact

  • Address: 135 E. LIVE OAK AVENUE,ARCADIA,CA
  • Contact person: ANDY TAI
  • Phone: (626) 244-6538

Plan General Information

BURGEON HOTEL GROUP CORP. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of BURGEON HOTEL GROUP CORP. 401(K) PLAN is $503,270.00.This plan was established in 2020.

BURGEON HOTEL GROUP CORP. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in BURGEON HOTEL GROUP CORP. 401(K) PLAN is 143

BURGEON HOTEL GROUP CORP. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for BURGEON HOTEL GROUP CORP. 401(K) PLAN is $3,519.00

BURGEON HOTEL GROUP CORP. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for BURGEON HOTEL GROUP CORP. 401(K) PLAN is $1,660.00.

BURGEON HOTEL GROUP CORP. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in BURGEON HOTEL GROUP CORP. 401(K) PLAN is approximately $952.00
Investing in this additonal $952.00 for 20 years would give you extra $60,941.00, assuming a 10% annual return.

BURGEON HOTEL GROUP CORP. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, BURGEON HOTEL GROUP CORP. 401(K) PLAN allocates $136,167.00 to match its employees' contributions, providing an employer match rate of 61.89% of their contributions

BURGEON HOTEL GROUP CORP. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of BURGEON HOTEL GROUP CORP. 401(K) PLAN is 172.45%.

BURGEON HOTEL GROUP CORP. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for BURGEON HOTEL GROUP CORP. 401(K) PLAN is -11.78%. This measures the effectiveness of the plan participants' investments in the year.

BURGEON HOTEL GROUP CORP. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of BURGEON HOTEL GROUP CORP. 401(K) PLAN is 0.40%.

Enrollment Features

BURGEON HOTEL GROUP CORP. 401(K) 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.

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 …