LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST
Plan Contact
- Contact person: 5
- Phone: (513) 241-3100
Plan General Information
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Total Retirement Plan Assets
At the end of 2008, the total retirement plan assets of LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is $8,174,625.00.This plan was established in 1975.
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2008, the total number of retirement plan participants in LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is 637
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Average Participant Retirement Account Value
In 2008, the average participant retirement account value for LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is $12,833.00
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2008, the estimated average employee contribution amount per participant for LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is $3,483.00.
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Estimated Average Employer Match
In 2008, the estimated average employer match for an employee in LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is approximately $722.00
Investing in this additonal $722.00 for 20 years would give you extra $46,262.00, assuming a 10% annual return.
Investing in this additonal $722.00 for 20 years would give you extra $46,262.00, assuming a 10% annual return.
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Total Employer Contribution and Match Rate
In 2008, LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST allocates $460,459.00 to match its employees' contributions, providing an employer match rate of 41.50% of their contributions
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2008, the total retirement plan asset growth rate of LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is -20.43%.
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2008, the estimated aggregate retirement account investment gain/loss for LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is -31.19%. This measures the effectiveness of the plan participants' investments in the year.
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST Expense Ratio
In 2008, the investment and administrative expense ratio of LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST is 0.09%.
Enrollment Features
LERNER, SAMPSON & ROTHFUSS CO., L.P.A. PROFIT SHARING 401K PLAN AND TRUST has the following features: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.
Recent Articles
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
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 ...