THE FAMILY CONSERVANCY

Plan Contact

  • Address: 444 MINNESOTA AVENUE, SUITE 200,KANSAS CITY,KS
  • Contact person: CHRISTOPHER A. POTTHAST
  • Phone: (913) 342-1110

Plan General Information

THE FAMILY CONSERVANCY Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of THE FAMILY CONSERVANCY is $3,788,410.00.This plan was established in 2007.

THE FAMILY CONSERVANCY Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in THE FAMILY CONSERVANCY is 148

THE FAMILY CONSERVANCY Average Participant Retirement Account Value

In 2015, the average participant retirement account value for THE FAMILY CONSERVANCY is $25,597.00

THE FAMILY CONSERVANCY Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for THE FAMILY CONSERVANCY is $2,786.00.

THE FAMILY CONSERVANCY Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in THE FAMILY CONSERVANCY is approximately $1,591.00
Investing in this additonal $1,591.00 for 20 years would give you extra $101,885.00, assuming a 10% annual return.

THE FAMILY CONSERVANCY Total Employer Contribution and Match Rate

In 2015, THE FAMILY CONSERVANCY allocates $235,611.00 to match its employees' contributions, providing an employer match rate of 114.24% of their contributions

THE FAMILY CONSERVANCY Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of THE FAMILY CONSERVANCY is -3.01%.

THE FAMILY CONSERVANCY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for THE FAMILY CONSERVANCY is -0.62%. This measures the effectiveness of the plan participants' investments in the year.

THE FAMILY CONSERVANCY Expense Ratio

In 2015, the investment and administrative expense ratio of THE FAMILY CONSERVANCY is 0.00%.

Enrollment Features

THE FAMILY CONSERVANCY has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 ...