SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN
Plan Contact
- Address: 17TH STREET AND 2ND AVENUE,HUNTINGTON,WV
- Contact person: JAMES JOHNSON
- Phone: (304) 696-8200
Plan General Information
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is $41,059,430.00.This plan was established in 1984.
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is 669
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is $61,374.00
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is $3,945.00.
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is approximately $2,896.00
Investing in this additonal $2,896.00 for 20 years would give you extra $185,378.00, assuming a 10% annual return.
Investing in this additonal $2,896.00 for 20 years would give you extra $185,378.00, assuming a 10% annual return.
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN allocates $1,937,784.00 to match its employees' contributions, providing an employer match rate of 146.82% of their contributions
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is 11.65%.
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is 12.51%. This measures the effectiveness of the plan participants' investments in the year.
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN is 0.25%.
Enrollment Features
SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 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
- May 2025 MyPlanIQ Portfolio Update
- One Fund Does It All
- Target Date Funds for Young Professionals
- Top 10 Target Date Fund Providers for Retirement Investing
- 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
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 ...