SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN

  • Address: 3151 STONEY STREET,MOHEGAN LAKE,NY
  • Contact person: BRIAN KOFFLER
  • Phone: (914) 885-0110

SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is $207,306.00.This plan was established in 2021.

At the end of 2022, the total number of retirement plan participants in SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is 143

In 2022, the average participant retirement account value for SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is $1,449.00

In 2022, the estimated average employee contribution amount per participant for SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is $1,342.00

In 2022, the total retirement plan asset growth rate of SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is 11.71%

In 2022, the estimated aggregate retirement account investment gain/loss for SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is -13.34%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of SHRUB OAK INTERNATIONAL SCHOOL, LLC 401(K) PLAN is 1.38%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...