THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE
Plan Contact
- Address: 10901 N TORREY PINES RD,LA JOLLA,CA
- Contact person: DANA CROGAN
- Phone: (858) 646-3100
Plan General Information
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is $44,132,089.00.This plan was established in 1981.
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is 1116
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Average Participant Retirement Account Value
In 2009, the average participant retirement account value for THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is $39,544.00
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is $5,255.00.
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is approximately $2,594.00
Investing in this additonal $2,594.00 for 20 years would give you extra $166,053.00, assuming a 10% annual return.
Investing in this additonal $2,594.00 for 20 years would give you extra $166,053.00, assuming a 10% annual return.
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Total Employer Contribution and Match Rate
In 2009, THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE allocates $2,895,563.00 to match its employees' contributions, providing an employer match rate of 98.74% of their contributions
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is 34.35%.
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is 17.21%. This measures the effectiveness of the plan participants' investments in the year.
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE Expense Ratio
In 2009, the investment and administrative expense ratio of THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE is 0.00%.
Enrollment Features
THE BURNHAM INSTITUTE FOR MEDICAL RESEARCH TDA PLAN FKA RETIREMENT PLAN FOR THE BURNHAM INSTITUTE 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
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
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 …