LONGLEAF PARTNERS SM CAP

Plan Contact

Plan General Information

LONGLEAF PARTNERS SM CAP Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of LONGLEAF PARTNERS SM CAP is $736,150.00.This plan was established in 2022.

LONGLEAF PARTNERS SM CAP Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of LONGLEAF PARTNERS SM CAP is -12.94%.

LONGLEAF PARTNERS SM CAP Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for LONGLEAF PARTNERS SM CAP is -12.37%. This measures the effectiveness of the plan participants' investments in the year.

LONGLEAF PARTNERS SM CAP Expense Ratio

In 2022, the investment and administrative expense ratio of LONGLEAF PARTNERS SM CAP is 0.70%.

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 …