Select Page

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN

Plan Contact

  • Address: 100 PEACHTREE STREET, NW SUITE 2500,ATLANTA,GA
  • Contact person: LEE MORRIS
  • Phone: (404) 522-8888

Plan General Information

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is $7,755,190.00.This plan was established in 1969.

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is 118

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is $65,721.00

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is $7,384.00.

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is 5.35%.

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is 12.36%. This measures the effectiveness of the plan participants' investments in the year.

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN is 0.02%.

Enrollment Features

STEVENS & WILKINSON EMPLOYEES' 401(K) PLAN has the following features:
    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 ...