Select Page

ETHOS TECHNOLOGIES, INC. 401(K) PLAN

Plan Contact

  • Address: 1606 HEADWAY CIRCLE #9013,AUSTIN,TX
  • Contact person: BRANDT KUCHARSKI
  • Phone: (415) 226-9542

Plan General Information

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ETHOS TECHNOLOGIES, INC. 401(K) PLAN is $10,285,800.00.This plan was established in 2019.

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ETHOS TECHNOLOGIES, INC. 401(K) PLAN is 396

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ETHOS TECHNOLOGIES, INC. 401(K) PLAN is $25,974.00

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ETHOS TECHNOLOGIES, INC. 401(K) PLAN is $7,532.00.

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ETHOS TECHNOLOGIES, INC. 401(K) PLAN is approximately $38.00
Investing in this additonal $38.00 for 20 years would give you extra $2,476.00, assuming a 10% annual return.

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ETHOS TECHNOLOGIES, INC. 401(K) PLAN allocates $15,326.00 to match its employees' contributions, providing an employer match rate of 0.75% of their contributions

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ETHOS TECHNOLOGIES, INC. 401(K) PLAN is 62.42%.

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ETHOS TECHNOLOGIES, INC. 401(K) PLAN is 20.65%. This measures the effectiveness of the plan participants' investments in the year.

ETHOS TECHNOLOGIES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ETHOS TECHNOLOGIES, INC. 401(K) PLAN is 0.06%.

Enrollment Features

ETHOS TECHNOLOGIES, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 ...