CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN

Plan Contact

  • Address: 737 N. MICHIGAN AVE., STE 2050,CHICAGO,IL
  • Contact person: REGINA ALLARD
  • Phone: (312) 227-6421

Plan General Information

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is $65,169,082.00.This plan was established in 1991.

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is 121

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Average Participant Retirement Account Value

In 2018, the average participant retirement account value for CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is $538,587.00

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is $23,328.00.

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Estimated Average Employer Match

In 2018, the estimated average employer match for an employee in CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is approximately $22,192.00
Investing in this additonal $22,192.00 for 20 years would give you extra $1,420,341.00, assuming a 10% annual return.

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2018, CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN allocates $2,685,333.00 to match its employees' contributions, providing an employer match rate of 190.27% of their contributions

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is -0.72%.

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is -5.93%. This measures the effectiveness of the plan participants' investments in the year.

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN Expense Ratio

In 2018, the investment and administrative expense ratio of CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN is 0.00%.

Enrollment Features

CHILDREN'S SURGICAL FOUNDATION, INC. RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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 …