THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS
Plan Contact
- Address: 604 WEST 4TH ST N,NEWTON,IA
- Contact person: JOSEPH STOCKER
- Phone: (641) 792-9000
Plan General Information
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is $17,169,724.00.This plan was established in 1968.
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is 128
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is $134,138.00
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is $4,075.00.
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is approximately $1,179.00
Investing in this additonal $1,179.00 for 20 years would give you extra $75,506.00, assuming a 10% annual return.
Investing in this additonal $1,179.00 for 20 years would give you extra $75,506.00, assuming a 10% annual return.
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Total Employer Contribution and Match Rate
In 2023, THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS allocates $151,013.00 to match its employees' contributions, providing an employer match rate of 26.66% of their contributions
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is 16.58%.
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is 21.70%. This measures the effectiveness of the plan participants' investments in the year.
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS Expense Ratio
In 2023, the investment and administrative expense ratio of THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS is 0.11%.
Enrollment Features
THE VERNON INVESTMENT AND RETIREMENT PLAN FOR FIELD SALESPERSONS has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
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 …