COLONY I.A.M. LOCAL 998 RETIREMENT PLAN

Plan Contact

  • Contact person: GLENN L. STUTZMAN, COOP CONTROLLER
  • Phone: (574) 533-7100

Plan General Information

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is $3,464,172.00.This plan was established in 1997.

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is 200

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is $17,320.00

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is $2,259.00.

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is 17.44%.

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is 13.25%. This measures the effectiveness of the plan participants' investments in the year.

COLONY I.A.M. LOCAL 998 RETIREMENT PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of COLONY I.A.M. LOCAL 998 RETIREMENT PLAN is 0.54%.

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 …