Select Page

CFRA RESEARCH RETIREMENT PLAN

Plan Contact

Please log in to view contact information.

Plan General Information

CFRA RESEARCH RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CFRA RESEARCH RETIREMENT PLAN is $14,326,405.00.This plan was established in 2020.

CFRA RESEARCH RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CFRA RESEARCH RETIREMENT PLAN is 162

CFRA RESEARCH RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CFRA RESEARCH RETIREMENT PLAN is $88,434.00

CFRA RESEARCH RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CFRA RESEARCH RETIREMENT PLAN is $13,392.00.

CFRA RESEARCH RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CFRA RESEARCH RETIREMENT PLAN is approximately $2,867.00
Investing in this additonal $2,867.00 for 20 years would give you extra $183,542.00, assuming a 10% annual return.

CFRA RESEARCH RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, CFRA RESEARCH RETIREMENT PLAN allocates $464,591.00 to match its employees' contributions, providing an employer match rate of 26.38% of their contributions

CFRA RESEARCH RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CFRA RESEARCH RETIREMENT PLAN is 49.45%.

CFRA RESEARCH RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CFRA RESEARCH RETIREMENT PLAN is 20.31%. This measures the effectiveness of the plan participants' investments in the year.

CFRA RESEARCH RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CFRA RESEARCH RETIREMENT PLAN is -0.00%.

Enrollment Features

CFRA RESEARCH 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.
    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

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 ...