STRATIFI HEALTH 401(K) PLAN
Plan Contact
- Address: 8277 BELLEVIEW DRIVE,,PLANO,TX
- Contact person: TODD STRACENER
- Phone: (972) 384-7000
Plan General Information
STRATIFI HEALTH 401(K) PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of STRATIFI HEALTH 401(K) PLAN is $6,665,946.00.This plan was established in 2016.
STRATIFI HEALTH 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in STRATIFI HEALTH 401(K) PLAN is 338
STRATIFI HEALTH 401(K) PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for STRATIFI HEALTH 401(K) PLAN is $19,721.00
STRATIFI HEALTH 401(K) PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for STRATIFI HEALTH 401(K) PLAN is $4,705.00.
STRATIFI HEALTH 401(K) PLAN Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in STRATIFI HEALTH 401(K) PLAN is approximately $1,834.00
Investing in this additonal $1,834.00 for 20 years would give you extra $117,412.00, assuming a 10% annual return.
Investing in this additonal $1,834.00 for 20 years would give you extra $117,412.00, assuming a 10% annual return.
STRATIFI HEALTH 401(K) PLAN Total Employer Contribution and Match Rate
In 2022, STRATIFI HEALTH 401(K) PLAN allocates $620,084.00 to match its employees' contributions, providing an employer match rate of 49.73% of their contributions
STRATIFI HEALTH 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of STRATIFI HEALTH 401(K) PLAN is 10.67%.
STRATIFI HEALTH 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for STRATIFI HEALTH 401(K) PLAN is -9.23%. This measures the effectiveness of the plan participants' investments in the year.
STRATIFI HEALTH 401(K) PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of STRATIFI HEALTH 401(K) PLAN is 0.60%.
Enrollment Features
STRATIFI HEALTH 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.
Recent Articles
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
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 ...