SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC.

Plan Contact

  • Address: 497 STATE ST,ROCHESTER,NY
  • Contact person: JESSE BAKER
  • Phone: (585) 546-7510

Plan General Information

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is $4,645,762.00.This plan was established in 2001.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is 295

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is $15,748.00

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is $1,792.00.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is approximately $452.00
Investing in this additonal $452.00 for 20 years would give you extra $28,958.00, assuming a 10% annual return.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Total Employer Contribution and Match Rate

In 2023, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. allocates $133,479.00 to match its employees' contributions, providing an employer match rate of 50.48% of their contributions

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is 18.88%.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is 15.16%. This measures the effectiveness of the plan participants' investments in the year.

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. is 0.05%.

Enrollment Features

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CENTER FOR DISABILITY RIGHTS, INC. has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

Recent Articles

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

Get Started

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 ...

Click for tips and plans for income

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 ...