STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST
Plan Contact
- Address: PO BOX130548,HOUSTON,TX
- Contact person: MANSI PATEL
- Phone: (713) 525-5478
Plan General Information
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is $3,569,255.00.This plan was established in 1981.
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is 313
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is $11,403.00
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is $961.00.
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is approximately $382.00
Investing in this additonal $382.00 for 20 years would give you extra $24,485.00, assuming a 10% annual return.
Investing in this additonal $382.00 for 20 years would give you extra $24,485.00, assuming a 10% annual return.
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2023, STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST allocates $119,750.00 to match its employees' contributions, providing an employer match rate of 40.58% of their contributions
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is 9.19%.
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is 13.53%. This measures the effectiveness of the plan participants' investments in the year.
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST is 0.24%.
Enrollment Features
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
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 ...