DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC.

Plan Contact

  • Address: 1311 MAMARONECK AVE STE 180,WHITE PLAINS,NY
  • Contact person: STACY BURNS
  • Phone: (914) 682-1480

Plan General Information

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is $12,738,152.00.This plan was established in 1992.

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is 252

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is $50,548.00

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is approximately $1,781.00
Investing in this additonal $1,781.00 for 20 years would give you extra $114,045.00, assuming a 10% annual return.

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is 6.41%.

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is 12.46%. This measures the effectiveness of the plan participants' investments in the year.

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC. is 0.01%.

Enrollment Features

DEFINED CONTRIBUTION PENSION PLAN OF WESTCHESTER VISITING NURSE SERVICES GROUP, 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 …