RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18

Plan Contact

  • Address: 2201 SPRINGDALE ROAD,WAUKESHA,WI
  • Phone: (262) 717-9567

Plan General Information

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is $334,293,046.00.This plan was established in 1968.

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is 2297

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Average Participant Retirement Account Value

In 2023, the average participant retirement account value for RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is $145,534.00

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is $77.00.

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is approximately $6,207.00
Investing in this additonal $6,207.00 for 20 years would give you extra $397,252.00, assuming a 10% annual return.

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Total Employer Contribution and Match Rate

In 2023, RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 allocates $14,257,627.00 to match its employees' contributions, providing an employer match rate of 8225.81% of their contributions

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is 19.88%.

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is 18.23%. This measures the effectiveness of the plan participants' investments in the year.

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 Expense Ratio

In 2023, the investment and administrative expense ratio of RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 is 0.15%.

Enrollment Features

RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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