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.
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
Recent Articles
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
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 ...