EZ(K) FLEX PEP

Plan Contact

  • Address: 494 SYCAMORE AVE,SHREWSBURY,NJ
  • Phone: (732) 758-1577

Plan General Information

EZ(K) FLEX PEP Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of EZ(K) FLEX PEP is $166,016,440.00.This plan was established in 2022.

EZ(K) FLEX PEP Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in EZ(K) FLEX PEP is 4710

EZ(K) FLEX PEP Average Participant Retirement Account Value

In 2021, the average participant retirement account value for EZ(K) FLEX PEP is $35,247.00

EZ(K) FLEX PEP Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for EZ(K) FLEX PEP is $3,244.00.

EZ(K) FLEX PEP Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in EZ(K) FLEX PEP is approximately $1,992.00
Investing in this additonal $1,992.00 for 20 years would give you extra $127,525.00, assuming a 10% annual return.

EZ(K) FLEX PEP Total Employer Contribution and Match Rate

In 2021, EZ(K) FLEX PEP allocates $9,385,116.00 to match its employees' contributions, providing an employer match rate of 61.42% of their contributions

EZ(K) FLEX PEP Expense Ratio

In 2021, the investment and administrative expense ratio of EZ(K) FLEX PEP is 0.28%.

Enrollment Features


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 …