SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS

Plan Contact

  • Contact person: JERRY L. MINTZ
  • Phone: (630) 472-0622

Plan General Information

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is $9,601,422.00.This plan was established in 1992.

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is 313

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Average Participant Retirement Account Value

In 2005, the average participant retirement account value for SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is $30,675.00

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is $2,853.00.

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is approximately $1,373.00
Investing in this additonal $1,373.00 for 20 years would give you extra $87,874.00, assuming a 10% annual return.

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Total Employer Contribution and Match Rate

In 2005, SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS allocates $429,760.00 to match its employees' contributions, providing an employer match rate of 96.23% of their contributions

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is 12.81%.

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is 5.56%. This measures the effectiveness of the plan participants' investments in the year.

SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS Expense Ratio

In 2005, the investment and administrative expense ratio of SHEET METAL WORKERS NO. 263 RETIREMENT SAVINGS is 0.86%.

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 ...