STEARNS & WHELER LLC 401K PT.AN

Plan Overview & Key Metrics

STEARNS & WHELER LLC 401K PT.AN is a defined contribution retirement plan offered by STEARNS & WHELER LLC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

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%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how STEARNS & WHELER LLC 401K PT.AN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of STEARNS & WHELER LLC 401K PT.AN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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