CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN

  • Address: 2280 EASTRIDGE CENTER,EAU CLAIRE,WI
  • Contact person: NIKKI YANKTON
  • Phone: (715) 839-5233

CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) 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.

At the end of 2021, the total retirement plan assets of CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is $3,430,682.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is 308

In 2021, the average participant retirement account value for CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is $11,138.00

In 2021, the estimated average employee contribution amount per participant for CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is $648.00

In 2021, the estimated average employer match for an employee in CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is approximately $311.00

In 2021, CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN allocates $95,945.00 to match its employees' contributions, providing an employer match rate of 48.01% of their contributions

In 2021, the total retirement plan asset growth rate of CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is 23.49%

In 2021, the estimated aggregate retirement account investment gain/loss for CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is 15.27%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of CONSUMERS COOPERATIVE ASSOCIATION OF EAU CLAIRE 401(K) PLAN is 0.48%.

Articles on Retirement Plans

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 ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

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.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...