STBUSA TAX- DEFERRED SAVINGS PLAN
Plan Contact
- Contact person: MARY ANNE DORSEY
- Phone: (212) 326-0614
Plan General Information
STBUSA TAX- DEFERRED SAVINGS PLAN Total Retirement Plan Assets
At the end of 2002, the total retirement plan assets of STBUSA TAX- DEFERRED SAVINGS PLAN is $5,150,885.00.This plan was established in 2002.
STBUSA TAX- DEFERRED SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2002, the total number of retirement plan participants in STBUSA TAX- DEFERRED SAVINGS PLAN is 135
STBUSA TAX- DEFERRED SAVINGS PLAN Average Participant Retirement Account Value
In 2002, the average participant retirement account value for STBUSA TAX- DEFERRED SAVINGS PLAN is $38,154.00
STBUSA TAX- DEFERRED SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2002, the estimated average employee contribution amount per participant for STBUSA TAX- DEFERRED SAVINGS PLAN is $11,991.00.
STBUSA TAX- DEFERRED SAVINGS PLAN Estimated Average Employer Match
In 2002, the estimated average employer match for an employee in STBUSA TAX- DEFERRED SAVINGS PLAN is approximately $4,414.00
Investing in this additonal $4,414.00 for 20 years would give you extra $282,514.00, assuming a 10% annual return.
Investing in this additonal $4,414.00 for 20 years would give you extra $282,514.00, assuming a 10% annual return.
STBUSA TAX- DEFERRED SAVINGS PLAN Total Employer Contribution and Match Rate
In 2002, STBUSA TAX- DEFERRED SAVINGS PLAN allocates $595,928.00 to match its employees' contributions, providing an employer match rate of 73.63% of their contributions
STBUSA TAX- DEFERRED SAVINGS PLAN Expense Ratio
In 2002, the investment and administrative expense ratio of STBUSA TAX- DEFERRED SAVINGS PLAN is 0.03%.
Enrollment Features
Recent Articles
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
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 ...