ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE

Plan Contact

  • Address: 2202 HARLEM ROAD,LOVES PARK,IL
  • Contact person: SAMANTHA RADEAN
  • Phone: (815) 877-4848

Plan General Information

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is $76,609,516.00.This plan was established in 2022.

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is 127

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Average Participant Retirement Account Value

In 2021, the average participant retirement account value for ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is $603,224.00

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is $8,888.00.

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is approximately $13,619.00
Investing in this additonal $13,619.00 for 20 years would give you extra $871,670.00, assuming a 10% annual return.

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Total Employer Contribution and Match Rate

In 2021, ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE allocates $1,729,721.00 to match its employees' contributions, providing an employer match rate of 153.22% of their contributions

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is -6.37%.

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is 12.95%. This measures the effectiveness of the plan participants' investments in the year.

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE Expense Ratio

In 2021, the investment and administrative expense ratio of ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE is 0.12%.

Enrollment Features

ROCKFORD ANESTHESIOLOGISTS ASSOCIATED EMPLOYEE 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.
    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 …