THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND

Plan Contact

  • Address: 2080 SILAS DEANE HWY,,ROCKY HILL,CT
  • Contact person: KYLE FRITZ
  • Phone: (860) 768-1466

Plan General Information

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is $13,207,802.00.This plan was established in 1974.

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is 503

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is $26,258.00

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is $2,152.00.

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is 8.14%.

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is 7.95%. This measures the effectiveness of the plan participants' investments in the year.

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND Expense Ratio

In 2023, the investment and administrative expense ratio of THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND is 0.07%.

Enrollment Features

THE PORTER AND CHESTER INSTITUTE, INC. RETIREMENT FUND 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.

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …