THE CARE GROUP OF TEXAS 401(K)

Plan Contact

  • Address: 9220 KIRBY DRIVE SUITE 1000,HOSUTON,TX
  • Contact person: LAURA BURCIAGA
  • Phone: (713) 383-2100

Plan General Information

THE CARE GROUP OF TEXAS 401(K) Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of THE CARE GROUP OF TEXAS 401(K) is $1,037,041.00.This plan was established in 2001.

THE CARE GROUP OF TEXAS 401(K) Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in THE CARE GROUP OF TEXAS 401(K) is 208

THE CARE GROUP OF TEXAS 401(K) Average Participant Retirement Account Value

In 2009, the average participant retirement account value for THE CARE GROUP OF TEXAS 401(K) is $4,985.00

THE CARE GROUP OF TEXAS 401(K) Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for THE CARE GROUP OF TEXAS 401(K) is $1,987.00.

THE CARE GROUP OF TEXAS 401(K) Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in THE CARE GROUP OF TEXAS 401(K) is approximately $94.00
Investing in this additonal $94.00 for 20 years would give you extra $6,053.00, assuming a 10% annual return.

THE CARE GROUP OF TEXAS 401(K) Total Employer Contribution and Match Rate

In 2009, THE CARE GROUP OF TEXAS 401(K) allocates $19,673.00 to match its employees' contributions, providing an employer match rate of 9.52% of their contributions

THE CARE GROUP OF TEXAS 401(K) Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of THE CARE GROUP OF TEXAS 401(K) is 44.05%.

THE CARE GROUP OF TEXAS 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for THE CARE GROUP OF TEXAS 401(K) is 22.11%. This measures the effectiveness of the plan participants' investments in the year.

THE CARE GROUP OF TEXAS 401(K) Expense Ratio

In 2009, the investment and administrative expense ratio of THE CARE GROUP OF TEXAS 401(K) is 0.18%.

Enrollment Features

THE CARE GROUP OF TEXAS 401(K) 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 …