HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY

Plan Contact

  • Address: 3700 WEST JUNEAU AVENUE,MILWAUKEE,WI
  • Contact person: DARRELL THOMAS
  • Phone: (414) 343-7579

Plan General Information

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is $10,636,925.00.This plan was established in 1997.

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is 842

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Average Participant Retirement Account Value

In 2011, the average participant retirement account value for HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is $12,632.00

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is $2,571.00.

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is approximately $221.00
Investing in this additonal $221.00 for 20 years would give you extra $14,162.00, assuming a 10% annual return.

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Total Employer Contribution and Match Rate

In 2011, HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY allocates $186,320.00 to match its employees' contributions, providing an employer match rate of 17.21% of their contributions

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is 6.45%.

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is 0.77%. This measures the effectiveness of the plan participants' investments in the year.

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY Expense Ratio

In 2011, the investment and administrative expense ratio of HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY is 0.07%.

Enrollment Features

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR KANSAS CITY HRLY has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 …