JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

Plan Contact

  • Address: 3003 BREEZEWOOD LANE,NEENAH,WI
  • Contact person: DANA GILMAN
  • Phone: (920) 727-7274

Plan General Information

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is $120,797,011.00.This plan was established in 1975.

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is 2131

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is $56,685.00

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is approximately $3,050.00
Investing in this additonal $3,050.00 for 20 years would give you extra $195,213.00, assuming a 10% annual return.

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is 15.19%.

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is 15.31%. This measures the effectiveness of the plan participants' investments in the year.

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN is 0.19%.

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 …