C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 1930 BISHOP LANE S 800,LOUISVILLE,KY
  • Contact person: ZACHARY GOSTLING
  • Phone: (502) 371-4800

Plan General Information

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is $20,510,875.00.This plan was established in 2004.

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is 322

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is $63,698.00

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is approximately $3,338.00
Investing in this additonal $3,338.00 for 20 years would give you extra $213,664.00, assuming a 10% annual return.

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is 14.42%.

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN is 21.92%. This measures the effectiveness of the plan participants' investments in the year.

C&I ENGINEERING EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of C&I ENGINEERING 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 …