Select Page

MORTON GRINDING, INC.

Plan Contact

  • Contact person: YOLANDA MORTON
  • Phone: (661) 298-0895

Plan General Information

MORTON GRINDING, INC. Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of MORTON GRINDING, INC. is $3,656,738.00.This plan was established in 1997.

MORTON GRINDING, INC. Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in MORTON GRINDING, INC. is 137

MORTON GRINDING, INC. Average Participant Retirement Account Value

In 2006, the average participant retirement account value for MORTON GRINDING, INC. is $26,691.00

MORTON GRINDING, INC. Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for MORTON GRINDING, INC. is $5,364.00.

MORTON GRINDING, INC. Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in MORTON GRINDING, INC. is approximately $1,032.00
Investing in this additonal $1,032.00 for 20 years would give you extra $66,073.00, assuming a 10% annual return.

MORTON GRINDING, INC. Total Employer Contribution and Match Rate

In 2006, MORTON GRINDING, INC. allocates $141,438.00 to match its employees' contributions, providing an employer match rate of 38.49% of their contributions

MORTON GRINDING, INC. Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of MORTON GRINDING, INC. is 21.80%.

MORTON GRINDING, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for MORTON GRINDING, INC. is 10.94%. This measures the effectiveness of the plan participants' investments in the year.

MORTON GRINDING, INC. Expense Ratio

In 2006, the investment and administrative expense ratio of MORTON GRINDING, INC. is 0.01%.

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 ...