STEARNS & WHELER LLC 401K PT.AN

Plan Contact

  • Contact person: 9 1511,MKILE-
  • Phone: (315) 655-8161

Plan General Information

STEARNS & WHELER LLC 401K PT.AN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of STEARNS & WHELER LLC 401K PT.AN is $16,482,646.00.This plan was established in 1994.

STEARNS & WHELER LLC 401K PT.AN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in STEARNS & WHELER LLC 401K PT.AN is 315

STEARNS & WHELER LLC 401K PT.AN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for STEARNS & WHELER LLC 401K PT.AN is $52,325.00

STEARNS & WHELER LLC 401K PT.AN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for STEARNS & WHELER LLC 401K PT.AN is $8,596.00.

STEARNS & WHELER LLC 401K PT.AN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in STEARNS & WHELER LLC 401K PT.AN is approximately $2,169.00
Investing in this additonal $2,169.00 for 20 years would give you extra $138,853.00, assuming a 10% annual return.

STEARNS & WHELER LLC 401K PT.AN Total Employer Contribution and Match Rate

In 2008, STEARNS & WHELER LLC 401K PT.AN allocates $683,418.00 to match its employees' contributions, providing an employer match rate of 50.47% of their contributions

STEARNS & WHELER LLC 401K PT.AN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of STEARNS & WHELER LLC 401K PT.AN is -24.05%.

STEARNS & WHELER LLC 401K PT.AN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for STEARNS & WHELER LLC 401K PT.AN is -30.31%. This measures the effectiveness of the plan participants' investments in the year.

STEARNS & WHELER LLC 401K PT.AN Expense Ratio

In 2008, the investment and administrative expense ratio of STEARNS & WHELER LLC 401K PT.AN is 0.12%.

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