Select Page

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K)

Plan Contact

  • Address: 101 EAST MILLER ROAD,STERLING,IL
  • Contact person: BEN SCHAAB
  • Phone: (815) 622-1224

Plan General Information

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is $35,975,533.00.This plan was established in 1980.

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is 440

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Average Participant Retirement Account Value

In 2009, the average participant retirement account value for STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is $81,762.00

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is $5,606.00.

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is approximately $1,406.00
Investing in this additonal $1,406.00 for 20 years would give you extra $90,032.00, assuming a 10% annual return.

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Total Employer Contribution and Match Rate

In 2009, STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) allocates $618,970.00 to match its employees' contributions, providing an employer match rate of 50.18% of their contributions

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is 26.07%.

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is 20.56%. This measures the effectiveness of the plan participants' investments in the year.

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) Expense Ratio

In 2009, the investment and administrative expense ratio of STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) is 0.14%.

Enrollment Features

STERLING-ROCK FALLS CLINIC, LTD. EMPLOYEES' 401(K) has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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 ...