LORETTO EMPLOYEE 401K /SAVINGS PLAN
Plan Contact
Please log in to view contact information.
Plan General Information
LORETTO EMPLOYEE 401K /SAVINGS PLAN Total Retirement Plan Assets
At the end of 2002, the total retirement plan assets of LORETTO EMPLOYEE 401K /SAVINGS PLAN is $3,583,127.00.This plan was established in 1988.
LORETTO EMPLOYEE 401K /SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2002, the total number of retirement plan participants in LORETTO EMPLOYEE 401K /SAVINGS PLAN is 975
LORETTO EMPLOYEE 401K /SAVINGS PLAN Average Participant Retirement Account Value
In 2002, the average participant retirement account value for LORETTO EMPLOYEE 401K /SAVINGS PLAN is $3,675.00
LORETTO EMPLOYEE 401K /SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2002, the estimated average employee contribution amount per participant for LORETTO EMPLOYEE 401K /SAVINGS PLAN is $1,434.00.
LORETTO EMPLOYEE 401K /SAVINGS PLAN Estimated Average Employer Match
In 2002, the estimated average employer match for an employee in LORETTO EMPLOYEE 401K /SAVINGS PLAN is approximately $290.00
Investing in this additonal $290.00 for 20 years would give you extra $18,582.00, assuming a 10% annual return.
Investing in this additonal $290.00 for 20 years would give you extra $18,582.00, assuming a 10% annual return.
LORETTO EMPLOYEE 401K /SAVINGS PLAN Total Employer Contribution and Match Rate
In 2002, LORETTO EMPLOYEE 401K /SAVINGS PLAN allocates $283,099.00 to match its employees' contributions, providing an employer match rate of 40.50% of their contributions
LORETTO EMPLOYEE 401K /SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2002, the total retirement plan asset growth rate of LORETTO EMPLOYEE 401K /SAVINGS PLAN is 8.57%.
LORETTO EMPLOYEE 401K /SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2002, the estimated aggregate retirement account investment gain/loss for LORETTO EMPLOYEE 401K /SAVINGS PLAN is -6.02%. This measures the effectiveness of the plan participants' investments in the year.
LORETTO EMPLOYEE 401K /SAVINGS PLAN Expense Ratio
In 2002, the investment and administrative expense ratio of LORETTO EMPLOYEE 401K /SAVINGS PLAN is 1.67%.
Enrollment Features
Recent Articles
- Business Development Companies (BDCs) for High Income
- Chasing Income with Those High Yield ETFs. Smart or Misleading?
- August 2025 MyPlanIQ Portfolio Update
- The Most Reliable Retirement Savings: Why $1.8 Million is a Popular Lie
- The Most Reliable Retirement Savings Amount You Need in 2025
- The Best Age (62, 67, or 70) to Claim Your Social Security Benefits
- Retirement Withdrawals in Optimal Order
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
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 ...