401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY

  • Address: 295 NORTH HUBBARDS LANE, SUITE 302,LOUISVILLE,KY
  • Contact person: EDITH WOLF
  • Phone: (502) 665-0640
Investment Options of 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY (as of 2022)
T. ROWE PRICE 2030 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
INVESCO STABLE VALUE RETIREMENT FUN (INVESCO TRUST COMPANY)
T. ROWE PRICE 2010 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2015 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2020 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
Click for all funds ↓↓↓
T. ROWE PRICE 2025 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2035 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2040 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2045 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2050 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2055 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2060 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)
T. ROWE PRICE 2065 RETIREMENT TRUST (T. ROWE PRICE TRUST COMPANY)

401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY 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.

At the end of 2022, the total retirement plan assets of 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is $28,028,681.00.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is 538

In 2022, the average participant retirement account value for 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is $52,097.00

In 2022, the estimated average employee contribution amount per participant for 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is $5,194.00

In 2022, the estimated average employer match for an employee in 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is approximately $4,656.00

In 2022, 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY allocates $2,505,390.00 to match its employees' contributions, providing an employer match rate of 97.73% of their contributions

In 2022, the total retirement plan asset growth rate of 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is -3.86%

In 2022, the estimated aggregate retirement account investment gain/loss for 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is -15.85%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY is 0.04%.

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 ...