TASO GROUP RETIREMENT SAVINGS PLAN
Plan Contact
- Address: 9130 NW SOUTH RIVER DRIVE,MEDLEY,FL
- Contact person: MERLING ALMAGUER
- Phone: (786) 299-6414
Plan General Information
TASO GROUP RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of TASO GROUP RETIREMENT SAVINGS PLAN is $303,767.00.This plan was established in 2017.
TASO GROUP RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in TASO GROUP RETIREMENT SAVINGS PLAN is 103
TASO GROUP RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2022, the average participant retirement account value for TASO GROUP RETIREMENT SAVINGS PLAN is $2,949.00
TASO GROUP RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for TASO GROUP RETIREMENT SAVINGS PLAN is $420.00.
TASO GROUP RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of TASO GROUP RETIREMENT SAVINGS PLAN is -7.70%.
TASO GROUP RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for TASO GROUP RETIREMENT SAVINGS PLAN is -15.72%. This measures the effectiveness of the plan participants' investments in the year.
TASO GROUP RETIREMENT SAVINGS PLAN Expense Ratio
In 2022, the investment and administrative expense ratio of TASO GROUP RETIREMENT SAVINGS PLAN is 0.22%.
Enrollment Features
TASO GROUP RETIREMENT SAVINGS 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
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
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 ...