POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN

Plan Contact

  • Address: 905 S PATTERSON AVENUE,SANTA BARBARA,CA
  • Contact person: TINA IRWIN
  • Phone: (805) 699-4510

Plan General Information

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is $3,346,998.00.This plan was established in 2000.

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is 316

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is $10,591.00

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is $729.00.

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is -10.62%.

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is -13.81%. This measures the effectiveness of the plan participants' investments in the year.

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS PLAN is 0.83%.

Enrollment Features

POR LA MAR NURSERY 401(K) EMPLOYEES SAVINGS 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 …