JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN
Plan Contact
- Address: 555 MAIN STREET SUITE 280,RACINE,WI
- Contact person: WENDY BRUDNICKI
- Phone: (262) 619-2682
Plan General Information
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is $251,050,475.00.This plan was established in 1985.
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is 1464
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is $171,482.00
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is $6,949.00.
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is approximately $6,768.00
Investing in this additonal $6,768.00 for 20 years would give you extra $433,163.00, assuming a 10% annual return.
Investing in this additonal $6,768.00 for 20 years would give you extra $433,163.00, assuming a 10% annual return.
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Total Employer Contribution and Match Rate
In 2023, JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN allocates $9,908,618.00 to match its employees' contributions, providing an employer match rate of 96.70% of their contributions
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is 14.68%.
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is 17.52%. This measures the effectiveness of the plan participants' investments in the year.
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN Expense Ratio
In 2023, the investment and administrative expense ratio of JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN is 0.03%.
Enrollment Features
JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN 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.
Recent Articles
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
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 ...