ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 1160 8TH AVENUE,CUMBERLAND,WI
  • Contact person: JOHN HOLT
  • Phone: (715) 822-2415

Plan General Information

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is $6,810,762.00.This plan was established in 2020.

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is 148

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is $46,018.00

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is approximately $3,426.00
Investing in this additonal $3,426.00 for 20 years would give you extra $219,310.00, assuming a 10% annual return.

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is -40.38%.

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is -42.54%. This measures the effectiveness of the plan participants' investments in the year.

ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ARDISAM EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

Enrollment Features


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 …