MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR

Plan Contact

  • Contact person: DALE VLASEK
  • Phone: (216) 348-5400

Plan General Information

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is $11,588,954.00.This plan was established in 1982.

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is 144

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Average Participant Retirement Account Value

In 2001, the average participant retirement account value for MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is $80,478.00

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is $6,847.00.

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is approximately $2,478.00
Investing in this additonal $2,478.00 for 20 years would give you extra $158,614.00, assuming a 10% annual return.

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Total Employer Contribution and Match Rate

In 2001, MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR allocates $356,882.00 to match its employees' contributions, providing an employer match rate of 72.39% of their contributions

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is -21.99%.

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is -25.21%. This measures the effectiveness of the plan participants' investments in the year.

MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR Expense Ratio

In 2001, the investment and administrative expense ratio of MCDONALD, HOPKINS, BURKE & HABER CO., L.P.A. PROFIT SHARING PLAN & TR is 1.03%.

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 …