Select Page

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES

Plan Contact

  • Contact person: ALISA ROBERTSON
  • Phone: (205) 562-5000

Plan General Information

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is $82,879,800.00.This plan was established in 1957.

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is 709

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Average Participant Retirement Account Value

In 2006, the average participant retirement account value for THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is $116,896.00

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is $4,487.00.

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is approximately $1,579.00
Investing in this additonal $1,579.00 for 20 years would give you extra $101,101.00, assuming a 10% annual return.

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Total Employer Contribution and Match Rate

In 2006, THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES allocates $1,120,011.00 to match its employees' contributions, providing an employer match rate of 70.41% of their contributions

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is 3.64%.

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is 14.28%. This measures the effectiveness of the plan participants' investments in the year.

THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES Expense Ratio

In 2006, the investment and administrative expense ratio of THE WESTERVELT COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN- SALARIED EMPLOYEES is 0.01%.

Enrollment Features


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 ...