RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN
Plan Contact
- Address: 485 DEVON PARK DRIVE,,WAYNE,PA
- Phone: (215) 657-7400
Plan General Information
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is $4,066,919.00.This plan was established in 1976.
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is 2265
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is $1,795.00
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is approximately $71.00
Investing in this additonal $71.00 for 20 years would give you extra $4,559.00, assuming a 10% annual return.
Investing in this additonal $71.00 for 20 years would give you extra $4,559.00, assuming a 10% annual return.
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is 4.92%.
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is 11.85%. This measures the effectiveness of the plan participants' investments in the year.
RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 1034 DEFINED CONTRIBUTION PENSION PLAN is 2.22%.
Enrollment Features
Recent Articles
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- June 2025 MyPlanIQ Portfolio Update
- How to Benefit from Your ESPP (Employer Stock Purchase Plan)
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
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 ...