EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER

Plan Contact

  • Address: 1404 HAWK PKWY UNIT 201,MONTROSE,CO
  • Contact person: MICHELLE ARMOUR
  • Phone: (970) 252-3224

Plan General Information

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is $43,953.00.This plan was established in 1980.

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is 222

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Average Participant Retirement Account Value

In 2022, the average participant retirement account value for EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is $197.00

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is $4,383.00.

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is approximately $907.00
Investing in this additonal $907.00 for 20 years would give you extra $58,082.00, assuming a 10% annual return.

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Total Employer Contribution and Match Rate

In 2022, EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER allocates $201,473.00 to match its employees' contributions, providing an employer match rate of 41.41% of their contributions

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is -99.32%.

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is -102.61%. This measures the effectiveness of the plan participants' investments in the year.

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER Expense Ratio

In 2022, the investment and administrative expense ratio of EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER is 117.95%.

Enrollment Features

EE BENEFIT PLAN OF MIDWESTERN CO MH CENTER has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …