LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 2000 DOMANIK DR,RACINE,WI
  • Contact person: MICHAEL S. POLSKY
  • Phone: (262) 898-2717

Plan General Information

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is $1,500,767.00.This plan was established in 2002.

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is 315

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is $4,764.00

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is $878.00.

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is 8.52%.

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is 6.62%. This measures the effectiveness of the plan participants' investments in the year.

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN is 0.13%.

Enrollment Features

LINCOLN LUTHERAN RETIREMENT SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.


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 …