BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 8590 W WASHINGTON ST,TOLLESON,AZ
- Contact person: AMANDA JOHNSON
- Phone: (623) 907-1001
Plan General Information
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is $1,040,851.00.This plan was established in 2010.
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is 428
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2019, the average participant retirement account value for BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is $2,431.00
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is $1,012.00.
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is 16.39%.
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is 19.42%. This measures the effectiveness of the plan participants' investments in the year.
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2019, the investment and administrative expense ratio of BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST is 1.89%.
Enrollment Features
BARLOW DIST & STORAGE LTD 401(K) PROFIT SHARING PLAN & TRUST 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.
Recent Articles
- One Fund Does It All
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
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 ...