LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF

Plan Contact

  • Address: 555 N. SHERIDAN ROAD,LAKE FOREST,IL
  • Contact person: LAUREN SLIPKOWSKY
  • Phone: (847) 735-5036

Plan General Information

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is $137,003,288.00.This plan was established in 1938.

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is 858

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is $159,677.00

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is $3,948.00.

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is approximately $1,837.00
Investing in this additonal $1,837.00 for 20 years would give you extra $117,612.00, assuming a 10% annual return.

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Total Employer Contribution and Match Rate

In 2023, LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF allocates $1,576,742.00 to match its employees' contributions, providing an employer match rate of 93.08% of their contributions

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is 8.57%.

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is 13.79%. This measures the effectiveness of the plan participants' investments in the year.

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF Expense Ratio

In 2023, the investment and administrative expense ratio of LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF is 0.03%.

Enrollment Features

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF 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 …