SHEET METAL WORKERS LOCAL 273-401(A) PLAN

Plan Contact

  • Address: 2646 PALMA DRIVE SUITE 150,VENTURA,CA
  • Contact person: STAN CAPELLI
  • Phone: (805) 642-4796

Plan General Information

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of SHEET METAL WORKERS LOCAL 273-401(A) PLAN is $16,311,004.00.This plan was established in 1993.

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in SHEET METAL WORKERS LOCAL 273-401(A) PLAN is 1016

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for SHEET METAL WORKERS LOCAL 273-401(A) PLAN is $16,054.00

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for SHEET METAL WORKERS LOCAL 273-401(A) PLAN is $484.00.

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in SHEET METAL WORKERS LOCAL 273-401(A) PLAN is approximately $820.00
Investing in this additonal $820.00 for 20 years would give you extra $52,501.00, assuming a 10% annual return.

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Total Employer Contribution and Match Rate

In 2019, SHEET METAL WORKERS LOCAL 273-401(A) PLAN allocates $833,468.00 to match its employees' contributions, providing an employer match rate of 338.94% of their contributions

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of SHEET METAL WORKERS LOCAL 273-401(A) PLAN is 22.72%.

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for SHEET METAL WORKERS LOCAL 273-401(A) PLAN is 20.66%. This measures the effectiveness of the plan participants' investments in the year.

SHEET METAL WORKERS LOCAL 273-401(A) PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of SHEET METAL WORKERS LOCAL 273-401(A) PLAN is 0.89%.

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 …