INTERIM HEALTH CARE RETIREMENT SAVING PLAN

Plan Contact

  • Address: 5224 75TH STREET, SUITE D,LUBBOCK,TX
  • Contact person: KELLY MURPHY
  • Phone: (210) 614-8299

Plan General Information

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of INTERIM HEALTH CARE RETIREMENT SAVING PLAN is $1,857,220.00.This plan was established in 1995.

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in INTERIM HEALTH CARE RETIREMENT SAVING PLAN is 1818

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for INTERIM HEALTH CARE RETIREMENT SAVING PLAN is $1,021.00

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for INTERIM HEALTH CARE RETIREMENT SAVING PLAN is $258.00.

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in INTERIM HEALTH CARE RETIREMENT SAVING PLAN is approximately $45.00
Investing in this additonal $45.00 for 20 years would give you extra $2,887.00, assuming a 10% annual return.

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Total Employer Contribution and Match Rate

In 2009, INTERIM HEALTH CARE RETIREMENT SAVING PLAN allocates $82,010.00 to match its employees' contributions, providing an employer match rate of 34.92% of their contributions

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of INTERIM HEALTH CARE RETIREMENT SAVING PLAN is 531.83%.

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for INTERIM HEALTH CARE RETIREMENT SAVING PLAN is 290.76%. This measures the effectiveness of the plan participants' investments in the year.

INTERIM HEALTH CARE RETIREMENT SAVING PLAN Expense Ratio

In 2009, the investment and administrative expense ratio of INTERIM HEALTH CARE RETIREMENT SAVING PLAN is 0.18%.

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 ...