CLARE ROSE, INC. UNION 401(K) PLAN

  • Address: 100 ROSE EXECUTIVE BLVD.,EAST YAPHANK,NY
  • Contact person: NICOLE SAGRESTANO
  • Phone: (631) 475-1840

CLARE ROSE, INC. UNION 401(K) 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.

At the end of 2022, the total retirement plan assets of CLARE ROSE, INC. UNION 401(K) PLAN is $5,834,780.00.This plan was established in 1984.

At the end of 2022, the total number of retirement plan participants in CLARE ROSE, INC. UNION 401(K) PLAN is 139

In 2022, the average participant retirement account value for CLARE ROSE, INC. UNION 401(K) PLAN is $41,976.00

In 2022, the estimated average employee contribution amount per participant for CLARE ROSE, INC. UNION 401(K) PLAN is $1,651.00

In 2022, the total retirement plan asset growth rate of CLARE ROSE, INC. UNION 401(K) PLAN is -27.84%

In 2022, the estimated aggregate retirement account investment gain/loss for CLARE ROSE, INC. UNION 401(K) PLAN is -16.55%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CLARE ROSE, INC. UNION 401(K) PLAN is 0.63%.

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 ...