PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T
Plan Contact
- Address: 3131 CAMINO DEL RIO N,,,SAN DIEGO,CA
- Contact person: SHIRLEY HORNER
- Phone: (619) 814-4100
Plan General Information
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is $15,981,890.00.This plan was established in 2007.
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is 115
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is $138,972.00
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is $30,002.00.
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is approximately $6,501.00
Investing in this additonal $6,501.00 for 20 years would give you extra $416,084.00, assuming a 10% annual return.
Investing in this additonal $6,501.00 for 20 years would give you extra $416,084.00, assuming a 10% annual return.
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Total Employer Contribution and Match Rate
In 2023, PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T allocates $747,651.00 to match its employees' contributions, providing an employer match rate of 43.34% of their contributions
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is 35.72%.
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is 19.68%. This measures the effectiveness of the plan participants' investments in the year.
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T Expense Ratio
In 2023, the investment and administrative expense ratio of PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T is 0.00%.
Enrollment Features
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
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 ...