SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: PO BOX 276,MIRA LOMA,CA
  • Contact person: CARLOS VALDERRAMA
  • Phone: (951) 360-9294

Plan General Information

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2017, the total retirement plan assets of SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is $6,019.00.This plan was established in 2017.

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2017, the total number of retirement plan participants in SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is 259

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2017, the average participant retirement account value for SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is $23.00

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2017, the estimated average employee contribution amount per participant for SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is $24.00.

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2017, the estimated average employer match for an employee in SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is approximately $10.00
Investing in this additonal $10.00 for 20 years would give you extra $679.00, assuming a 10% annual return.

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2017, SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST allocates $2,751.00 to match its employees' contributions, providing an employer match rate of 86.62% of their contributions

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2017, the investment and administrative expense ratio of SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST is 0.02%.

Enrollment Features

SYNERGY LANDSCAPE AND TREE SER 401(K) PROFIT SHARING PLAN & TRUST 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 …