SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE

Plan Contact

  • Address: 79 NORTH MAIN STREET,FALL RIVER,MA
  • Contact person: THOMAS FORESE JR.
  • Phone: (508) 679-8551

Plan General Information

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is $9,168,225.00.This plan was established in 1994.

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is 228

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Average Participant Retirement Account Value

In 2012, the average participant retirement account value for SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is $40,211.00

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is $4,048.00.

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is approximately $1,406.00
Investing in this additonal $1,406.00 for 20 years would give you extra $90,011.00, assuming a 10% annual return.

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Total Employer Contribution and Match Rate

In 2012, SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE allocates $320,665.00 to match its employees' contributions, providing an employer match rate of 69.48% of their contributions

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is 18.30%.

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is 11.56%. This measures the effectiveness of the plan participants' investments in the year.

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE Expense Ratio

In 2012, the investment and administrative expense ratio of SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE is 0.00%.

Enrollment Features

SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CE 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 …