MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 550 BAILEY AVE STE 750,FORT WORTH,TX
  • Contact person: DONNA BUCHANAN
  • Phone: (817) 402-0269

Plan General Information

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is $323,139.00.This plan was established in 2019.

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is 171

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2020, the average participant retirement account value for MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is $1,889.00

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is $888.00.

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is 58.07%.

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is 23.87%. This measures the effectiveness of the plan participants' investments in the year.

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2020, the investment and administrative expense ratio of MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST is 0.51%.

Enrollment Features

MONTICELLO DIAGNOSTIC IMAGING 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …