DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 970 BAXTER BLVD,PORTLAND,ME
  • Contact person: LINDA HOLMES
  • Phone: (207) 775-4495

Plan General Information

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is $967,896.00.This plan was established in 2003.

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is 270

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is $3,584.00

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is $1,170.00.

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is approximately $284.00
Investing in this additonal $284.00 for 20 years would give you extra $18,176.00, assuming a 10% annual return.

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2009, DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN allocates $76,680.00 to match its employees' contributions, providing an employer match rate of 48.55% of their contributions

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is -85.07%.

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is -84.98%. This measures the effectiveness of the plan participants' investments in the year.

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Expense Ratio

In 2009, the investment and administrative expense ratio of DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN is 1.09%.

Enrollment Features

DEVINE TARBELL & ASSOCIATES, INC. 401(K) RETIREMENT PLAN 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 …