EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC.
Plan Contact
- Address: 12600 HARBOUR RIDGE BLVD,PALM CITY,FL
- Contact person: PETER CAVITT
- Phone: (772) 336-3000
Plan General Information
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is $5,102,692.00.This plan was established in 1997.
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is 130
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Average Participant Retirement Account Value
In 2014, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is $39,251.00
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is $5,249.00.
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is approximately $970.00
Investing in this additonal $970.00 for 20 years would give you extra $62,099.00, assuming a 10% annual return.
Investing in this additonal $970.00 for 20 years would give you extra $62,099.00, assuming a 10% annual return.
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Total Employer Contribution and Match Rate
In 2014, EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. allocates $126,139.00 to match its employees' contributions, providing an employer match rate of 36.96% of their contributions
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is 3.59%.
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is 6.25%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. Expense Ratio
In 2014, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. is 0.03%.
Enrollment Features
Recent Articles
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Top 10 Target Date Fund Providers for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
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 ...