LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H

Plan Contact

  • Contact person: RICHARD N. LYONS
  • Phone: (716) 897-6700

Plan General Information

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is $5,645,328.00.This plan was established in 1991.

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is 248

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Average Participant Retirement Account Value

In 2008, the average participant retirement account value for LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is $22,763.00

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is $2,776.00.

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is approximately $647.00
Investing in this additonal $647.00 for 20 years would give you extra $41,426.00, assuming a 10% annual return.

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Total Employer Contribution and Match Rate

In 2008, LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H allocates $160,529.00 to match its employees' contributions, providing an employer match rate of 46.63% of their contributions

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is -24.26%.

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is -25.26%. This measures the effectiveness of the plan participants' investments in the year.

LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H Expense Ratio

In 2008, the investment and administrative expense ratio of LUVATA FRANKLIN, INC. 401K RETIREMENT PLAN FOR H is 0.10%.

Enrollment Features


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 …