PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED

Plan Contact

  • Address: 301 CORBET STREET,TARENTUM,PA
  • Phone: (724) 230-3606

Plan General Information

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is $24,243,016.00.This plan was established in 1983.

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is 193

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is $125,611.00

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is $2,415.00.

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is approximately $2,072.00
Investing in this additonal $2,072.00 for 20 years would give you extra $132,642.00, assuming a 10% annual return.

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Total Employer Contribution and Match Rate

In 2023, PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED allocates $400,000.00 to match its employees' contributions, providing an employer match rate of 84.49% of their contributions

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is 18.10%.

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is 20.17%. This measures the effectiveness of the plan participants' investments in the year.

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED Expense Ratio

In 2023, the investment and administrative expense ratio of PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED is 0.33%.

Enrollment Features

PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …