CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC.

Plan Contact

  • Contact person: MR. THOMAS GUTZWEILER
  • Phone: (719) 538-4000

Plan General Information

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is $406,581.00.This plan was established in 1998.

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is 206

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Average Participant Retirement Account Value

In 2001, the average participant retirement account value for CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is $1,973.00

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is $1,191.00.

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is approximately $201.00
Investing in this additonal $201.00 for 20 years would give you extra $12,922.00, assuming a 10% annual return.

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Total Employer Contribution and Match Rate

In 2001, CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. allocates $41,595.00 to match its employees' contributions, providing an employer match rate of 33.90% of their contributions

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is 28.48%.

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is -8.34%. This measures the effectiveness of the plan participants' investments in the year.

CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. Expense Ratio

In 2001, the investment and administrative expense ratio of CONFERENCE RESOURCE SPECIALISTS OF CAREFREE, INC. is 1.06%.

Enrollment Features


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 …