CEOHR, INC. RETIREMENT SAVINGS PLAN

  • Address: 5104 N LOCKWOOD RIDGE RD, SUITE 201,,SARASOTA,FL
  • Contact person: CELESTE D DOCKERY
  • Phone: (941) 907-4520

CEOHR, INC. RETIREMENT SAVINGS 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.

At the end of 2022, the total retirement plan assets of CEOHR, INC. RETIREMENT SAVINGS PLAN is $8,599,912.00.This plan was established in 2013.

At the end of 2022, the total number of retirement plan participants in CEOHR, INC. RETIREMENT SAVINGS PLAN is 747

In 2022, the average participant retirement account value for CEOHR, INC. RETIREMENT SAVINGS PLAN is $11,512.00

In 2022, the estimated average employee contribution amount per participant for CEOHR, INC. RETIREMENT SAVINGS PLAN is $2,142.00

In 2022, the estimated average employer match for an employee in CEOHR, INC. RETIREMENT SAVINGS PLAN is approximately $410.00

In 2022, CEOHR, INC. RETIREMENT SAVINGS PLAN allocates $306,736.00 to match its employees' contributions, providing an employer match rate of 24.64% of their contributions

In 2022, the total retirement plan asset growth rate of CEOHR, INC. RETIREMENT SAVINGS PLAN is 72.66%

In 2022, the estimated aggregate retirement account investment gain/loss for CEOHR, INC. RETIREMENT SAVINGS PLAN is 52.35%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CEOHR, INC. RETIREMENT SAVINGS PLAN is 0.82%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...