SECURIAN POOLED EMPLOYER PLAN AND TRUST

Plan Contact

  • Address: 400 ROBERT STREET NORTH,SAINT PAUL,MN
  • Contact person: THEODORE SCHMELZLE
  • Phone: (651) 665-6155

Plan General Information

SECURIAN POOLED EMPLOYER PLAN AND TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SECURIAN POOLED EMPLOYER PLAN AND TRUST is $94,452,453.00.This plan was established in 2021.

SECURIAN POOLED EMPLOYER PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SECURIAN POOLED EMPLOYER PLAN AND TRUST is 11191

SECURIAN POOLED EMPLOYER PLAN AND TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SECURIAN POOLED EMPLOYER PLAN AND TRUST is $8,440.00

SECURIAN POOLED EMPLOYER PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SECURIAN POOLED EMPLOYER PLAN AND TRUST is $1,469.00.

SECURIAN POOLED EMPLOYER PLAN AND TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SECURIAN POOLED EMPLOYER PLAN AND TRUST is approximately $280.00
Investing in this additonal $280.00 for 20 years would give you extra $17,922.00, assuming a 10% annual return.

SECURIAN POOLED EMPLOYER PLAN AND TRUST Total Employer Contribution and Match Rate

In 2022, SECURIAN POOLED EMPLOYER PLAN AND TRUST allocates $3,133,899.00 to match its employees' contributions, providing an employer match rate of 38.12% of their contributions

SECURIAN POOLED EMPLOYER PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SECURIAN POOLED EMPLOYER PLAN AND TRUST is 323.33%.

SECURIAN POOLED EMPLOYER PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SECURIAN POOLED EMPLOYER PLAN AND TRUST is 247.71%. This measures the effectiveness of the plan participants' investments in the year.

SECURIAN POOLED EMPLOYER PLAN AND TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of SECURIAN POOLED EMPLOYER PLAN AND TRUST is 0.21%.

Enrollment Features

SECURIAN POOLED EMPLOYER PLAN AND TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 …