SWM RETIREMENT SAVINGS PLAN II
Plan Contact
- Address: 100 KIMBALL PLACE , SUITE 600,ALPHARETTA,GA
- Phone: (678) 372-8827
Plan General Information
SWM RETIREMENT SAVINGS PLAN II Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SWM RETIREMENT SAVINGS PLAN II is $486,221,094.00.This plan was established in 1979.
SWM RETIREMENT SAVINGS PLAN II Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SWM RETIREMENT SAVINGS PLAN II is 1494
SWM RETIREMENT SAVINGS PLAN II Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SWM RETIREMENT SAVINGS PLAN II is $325,449.00
SWM RETIREMENT SAVINGS PLAN II Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SWM RETIREMENT SAVINGS PLAN II is $4,452.00.
SWM RETIREMENT SAVINGS PLAN II Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SWM RETIREMENT SAVINGS PLAN II is approximately $1,801.00
Investing in this additonal $1,801.00 for 20 years would give you extra $115,312.00, assuming a 10% annual return.
Investing in this additonal $1,801.00 for 20 years would give you extra $115,312.00, assuming a 10% annual return.
SWM RETIREMENT SAVINGS PLAN II Total Employer Contribution and Match Rate
In 2023, SWM RETIREMENT SAVINGS PLAN II allocates $2,691,816.00 to match its employees' contributions, providing an employer match rate of 52.43% of their contributions
SWM RETIREMENT SAVINGS PLAN II Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SWM RETIREMENT SAVINGS PLAN II is 551.57%.
SWM RETIREMENT SAVINGS PLAN II Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SWM RETIREMENT SAVINGS PLAN II is 587.31%. This measures the effectiveness of the plan participants' investments in the year.
SWM RETIREMENT SAVINGS PLAN II Expense Ratio
In 2023, the investment and administrative expense ratio of SWM RETIREMENT SAVINGS PLAN II is 0.03%.
Enrollment Features
SWM RETIREMENT SAVINGS PLAN II 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
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
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 ...