OLD MOUNTAIN PRIVATE FAMILY TRUST, INC. 401(K) PLAN

Plan Contact

  • Address: 551 5TH AVENUE, SUITE 1916,NEW YORK,NY
  • Contact person: HOWARD COREY
  • Phone: (312) 917-1816

Plan General Information

OLD MOUNTAIN PRIVATE FAMILY TRUST, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OLD MOUNTAIN PRIVATE FAMILY TRUST, INC. 401(K) PLAN is 23

Enrollment Features

OLD MOUNTAIN PRIVATE FAMILY TRUST, 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 …