SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN

Plan Contact

  • Contact person: JONATHAN EVANS
  • Phone: (814) 459-9300

Plan General Information

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is $838,744.00.This plan was established in 2004.

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is 184

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is $4,558.00

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is $572.00.

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is approximately $685.00
Investing in this additonal $685.00 for 20 years would give you extra $43,880.00, assuming a 10% annual return.

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Total Employer Contribution and Match Rate

In 2008, SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN allocates $126,156.00 to match its employees' contributions, providing an employer match rate of 239.62% of their contributions

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is -39.14%.

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is -31.57%. This measures the effectiveness of the plan participants' investments in the year.

SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN Expense Ratio

In 2008, the investment and administrative expense ratio of SAFE HARBOR BEHAVIORAL HEALTH 401K RETIREMENT PL AN is 0.12%.

Enrollment Features


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 ...