Select Page

MORGAN DREXEN, INC. 401(K) PLAN

Plan Contact

  • Address: 675 ANTON BLVD.,COSTA MESA,CA
  • Contact person: DAVID WALKER
  • Phone: (800) 868-1458

Plan General Information

MORGAN DREXEN, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of MORGAN DREXEN, INC. 401(K) PLAN is $415,224.00.This plan was established in 2011.

MORGAN DREXEN, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in MORGAN DREXEN, INC. 401(K) PLAN is 363

MORGAN DREXEN, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for MORGAN DREXEN, INC. 401(K) PLAN is $1,143.00

MORGAN DREXEN, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for MORGAN DREXEN, INC. 401(K) PLAN is $529.00.

MORGAN DREXEN, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of MORGAN DREXEN, INC. 401(K) PLAN is -22.63%.

MORGAN DREXEN, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for MORGAN DREXEN, INC. 401(K) PLAN is -20.19%. This measures the effectiveness of the plan participants' investments in the year.

MORGAN DREXEN, INC. 401(K) PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of MORGAN DREXEN, INC. 401(K) PLAN is 1.85%.

Enrollment Features

MORGAN DREXEN, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 ...