BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN

Plan Contact

  • Address: 1670 EAST CARDINAL DR.,,BEAUMONT,TX
  • Contact person: ROGER PETERSON
  • Phone: (409) 833-6226

Plan General Information

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is $45,085,875.00.This plan was established in 1995.

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is 10582

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is $4,260.00

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is $723.00.

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is approximately $48.00
Investing in this additonal $48.00 for 20 years would give you extra $3,099.00, assuming a 10% annual return.

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Total Employer Contribution and Match Rate

In 2012, BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN allocates $512,442.00 to match its employees' contributions, providing an employer match rate of 13.40% of their contributions

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is 8.98%.

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is 11.77%. This measures the effectiveness of the plan participants' investments in the year.

BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of BROCK ENTERPRISES, INC. 401(K) BENEFIT PLAN is 0.16%.

Enrollment Features

BROCK ENTERPRISES, INC. 401(K) BENEFIT 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.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …