TRUVISTA 401(K) RETIREMENT PLAN

  • Address: 112 YORK STREET,CHESTER,SC
  • Contact person: TIMOTHY GEYER
  • Phone: (803) 581-9168

TRUVISTA 401(K) RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of TRUVISTA 401(K) RETIREMENT PLAN is $18,662,374.00.This plan was established in 1987.

At the end of 2022, the total number of retirement plan participants in TRUVISTA 401(K) RETIREMENT PLAN is 191

In 2022, the average participant retirement account value for TRUVISTA 401(K) RETIREMENT PLAN is $97,708.00

In 2022, the estimated average employee contribution amount per participant for TRUVISTA 401(K) RETIREMENT PLAN is $3,881.00

In 2022, the estimated average employer match for an employee in TRUVISTA 401(K) RETIREMENT PLAN is approximately $2,673.00

In 2022, TRUVISTA 401(K) RETIREMENT PLAN allocates $510,559.00 to match its employees' contributions, providing an employer match rate of 69.96% of their contributions

In 2022, the total retirement plan asset growth rate of TRUVISTA 401(K) RETIREMENT PLAN is -19.09%

In 2022, the estimated aggregate retirement account investment gain/loss for TRUVISTA 401(K) RETIREMENT PLAN is -19.34%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of TRUVISTA 401(K) RETIREMENT PLAN is 0.36%.

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 ...