DAVIES LIFE & HEALTH, INC

Plan Contact

  • Address: 1500MAIN STREET,,SPRINGFIELD,MA
  • Contact person: RYAN STEPHENS
  • Phone: (508) 598-1449

Plan General Information

DAVIES LIFE & HEALTH, INC Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of DAVIES LIFE & HEALTH, INC is $12,604,892.00.This plan was established in 2008.

DAVIES LIFE & HEALTH, INC Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in DAVIES LIFE & HEALTH, INC is 200

DAVIES LIFE & HEALTH, INC Average Participant Retirement Account Value

In 2022, the average participant retirement account value for DAVIES LIFE & HEALTH, INC is $63,024.00

DAVIES LIFE & HEALTH, INC Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for DAVIES LIFE & HEALTH, INC is $9,034.00.

DAVIES LIFE & HEALTH, INC Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in DAVIES LIFE & HEALTH, INC is approximately $2,653.00
Investing in this additonal $2,653.00 for 20 years would give you extra $169,832.00, assuming a 10% annual return.

DAVIES LIFE & HEALTH, INC Total Employer Contribution and Match Rate

In 2022, DAVIES LIFE & HEALTH, INC allocates $530,727.00 to match its employees' contributions, providing an employer match rate of 58.75% of their contributions

DAVIES LIFE & HEALTH, INC Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of DAVIES LIFE & HEALTH, INC is -15.21%.

DAVIES LIFE & HEALTH, INC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for DAVIES LIFE & HEALTH, INC is -16.27%. This measures the effectiveness of the plan participants' investments in the year.

DAVIES LIFE & HEALTH, INC Expense Ratio

In 2022, the investment and administrative expense ratio of DAVIES LIFE & HEALTH, INC is 0.04%.

Enrollment Features

DAVIES LIFE & HEALTH, INC has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …