TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC.

Plan Contact

  • Address: 565 BUSHWICK AVENUE,BROOKLYN,NY
  • Phone: (718) 821-0254

Plan General Information

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is $8,496,792.00.This plan was established in 1996.

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is 730

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is $11,639.00

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is $2,155.00.

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is 31.62%.

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is 16.76%. This measures the effectiveness of the plan participants' investments in the year.

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. is 0.53%.

Enrollment Features

TAX DEFERRED ANNUITY PLAN OF RISEBORO COMMUNITY PARTNERSHIP, INC. has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 …