CARIS SCIENCE INC. 401(K) PLAN
Plan Contact
- Address: 750 W JOHN CARPENTER FWY STE 800,IRVING,TX
- Contact person: MICHAEL HALBERT
- Phone: (214) 294-5549
Plan General Information
CARIS SCIENCE INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARIS SCIENCE INC. 401(K) PLAN is $109,738,951.00.This plan was established in 2011.
CARIS SCIENCE INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARIS SCIENCE INC. 401(K) PLAN is 2043
CARIS SCIENCE INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARIS SCIENCE INC. 401(K) PLAN is $53,714.00
CARIS SCIENCE INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARIS SCIENCE INC. 401(K) PLAN is $8,954.00.
CARIS SCIENCE INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CARIS SCIENCE INC. 401(K) PLAN is approximately $3,541.00
Investing in this additonal $3,541.00 for 20 years would give you extra $226,670.00, assuming a 10% annual return.
Investing in this additonal $3,541.00 for 20 years would give you extra $226,670.00, assuming a 10% annual return.
CARIS SCIENCE INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, CARIS SCIENCE INC. 401(K) PLAN allocates $7,235,763.00 to match its employees' contributions, providing an employer match rate of 50.50% of their contributions
CARIS SCIENCE INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARIS SCIENCE INC. 401(K) PLAN is 42.36%.
CARIS SCIENCE INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARIS SCIENCE INC. 401(K) PLAN is 18.12%. This measures the effectiveness of the plan participants' investments in the year.
CARIS SCIENCE INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CARIS SCIENCE INC. 401(K) PLAN is 0.26%.
Enrollment Features
CARIS SCIENCE INC. 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.
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.
Recent Articles
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
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 ...