SIFMA SAVINGS PLAN
Plan Contact
- Address: 120 BROADWAY,NEW YORK,NY
- Contact person: DAVID B KRASNER
- Phone: (212) 313-1200
Plan General Information
SIFMA SAVINGS PLAN Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of SIFMA SAVINGS PLAN is $28,108,322.00.This plan was established in 1981.
SIFMA SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in SIFMA SAVINGS PLAN is 192
SIFMA SAVINGS PLAN Average Participant Retirement Account Value
In 2009, the average participant retirement account value for SIFMA SAVINGS PLAN is $146,397.00
SIFMA SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for SIFMA SAVINGS PLAN is $10,366.00.
SIFMA SAVINGS PLAN Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in SIFMA SAVINGS PLAN is approximately $3,895.00
Investing in this additonal $3,895.00 for 20 years would give you extra $249,321.00, assuming a 10% annual return.
Investing in this additonal $3,895.00 for 20 years would give you extra $249,321.00, assuming a 10% annual return.
SIFMA SAVINGS PLAN Total Employer Contribution and Match Rate
In 2009, SIFMA SAVINGS PLAN allocates $747,965.00 to match its employees' contributions, providing an employer match rate of 75.16% of their contributions
SIFMA SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2009, the total retirement plan asset growth rate of SIFMA SAVINGS PLAN is 190.70%.
SIFMA SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2009, the estimated aggregate retirement account investment gain/loss for SIFMA SAVINGS PLAN is 182.61%. This measures the effectiveness of the plan participants' investments in the year.
SIFMA SAVINGS PLAN Expense Ratio
In 2009, the investment and administrative expense ratio of SIFMA SAVINGS PLAN is 0.00%.
Enrollment Features
Recent Articles
- Rule of Thumb: The 50/30/20 Budget Rule
- Option-Based Income Funds: Pros and Cons
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Top 15 ETFs for Self-Directed Brokerage Accounts or Brokerage Window in 401(k) Plans
- Top 15 Large Companies with the Highest Employer Match Rate per Employee
- Top 15 Large Companies Offering the Most Generous Employer Matches
- Top 7 Companies with Billion-Dollar Contributions to Employee Retirement Plans
- January 2025 MyPlanIQ Portfolio Update
- Retirement Savings Tracker and Future ‘Pension’ Estimator
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 …