THE ROAD HOME RETIREMENT PLAN 403(B)(7)

  • Address: 1415 S MAIN ST,SALT LAKE CITY,UT
  • Contact person: MICHAEL POPE
  • Phone: (801) 359-4142


At the end of 2022, the total retirement plan assets of THE ROAD HOME RETIREMENT PLAN 403(B)(7) is $7,506,503.00.This plan was established in 1993.

At the end of 2022, the total number of retirement plan participants in THE ROAD HOME RETIREMENT PLAN 403(B)(7) is 501

In 2022, the average participant retirement account value for THE ROAD HOME RETIREMENT PLAN 403(B)(7) is $14,983.00

In 2022, the estimated average employee contribution amount per participant for THE ROAD HOME RETIREMENT PLAN 403(B)(7) is $770.00

In 2022, the estimated average employer match for an employee in THE ROAD HOME RETIREMENT PLAN 403(B)(7) is approximately $962.00

In 2022, THE ROAD HOME RETIREMENT PLAN 403(B)(7) allocates $482,160.00 to match its employees' contributions, providing an employer match rate of 133.89% of their contributions

In 2022, the total retirement plan asset growth rate of THE ROAD HOME RETIREMENT PLAN 403(B)(7) is -8.81%

In 2022, the estimated aggregate retirement account investment gain/loss for THE ROAD HOME RETIREMENT PLAN 403(B)(7) is -16.40%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of THE ROAD HOME RETIREMENT PLAN 403(B)(7) is 0.10%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...