MCILWAIN CHARTERS, INC.
Plan Contact
Please log in to view contact information.
Plan General Information
MCILWAIN CHARTERS, INC. Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of MCILWAIN CHARTERS, INC. is $283,424.00.This plan was established in 2019.
MCILWAIN CHARTERS, INC. Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in MCILWAIN CHARTERS, INC. is 321
MCILWAIN CHARTERS, INC. Average Participant Retirement Account Value
In 2022, the average participant retirement account value for MCILWAIN CHARTERS, INC. is $882.00
MCILWAIN CHARTERS, INC. Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for MCILWAIN CHARTERS, INC. is $237.00.
MCILWAIN CHARTERS, INC. Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in MCILWAIN CHARTERS, INC. is approximately $157.00
Investing in this additonal $157.00 for 20 years would give you extra $10,101.00, assuming a 10% annual return.
Investing in this additonal $157.00 for 20 years would give you extra $10,101.00, assuming a 10% annual return.
MCILWAIN CHARTERS, INC. Total Employer Contribution and Match Rate
In 2022, MCILWAIN CHARTERS, INC. allocates $50,663.00 to match its employees' contributions, providing an employer match rate of 69.69% of their contributions
MCILWAIN CHARTERS, INC. Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of MCILWAIN CHARTERS, INC. is 23.78%.
MCILWAIN CHARTERS, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for MCILWAIN CHARTERS, INC. is -17.88%. This measures the effectiveness of the plan participants' investments in the year.
MCILWAIN CHARTERS, INC. Expense Ratio
In 2022, the investment and administrative expense ratio of MCILWAIN CHARTERS, INC. is 0.11%.
Enrollment Features
Recent Articles
- Retirement Withdrawals in Optimal Order
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
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 ...