WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND

Plan Contact

  • Address: P.O. BOX 2653,,WEST CHESTER,PA
  • Contact person: JAMES HERSHEY
  • Phone: (610) 701-3694

Plan General Information

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is $300,211,838.00.This plan was established in 1984.

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is 3973

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Average Participant Retirement Account Value

In 2015, the average participant retirement account value for WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is $75,563.00

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is $3,591.00.

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is approximately $1,092.00
Investing in this additonal $1,092.00 for 20 years would give you extra $69,935.00, assuming a 10% annual return.

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Total Employer Contribution and Match Rate

In 2015, WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND allocates $4,341,479.00 to match its employees' contributions, providing an employer match rate of 60.85% of their contributions

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is -6.93%.

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is -2.03%. This measures the effectiveness of the plan participants' investments in the year.

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND Expense Ratio

In 2015, the investment and administrative expense ratio of WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND is 0.00%.

Enrollment Features

WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND 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.


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 …