TLW ENTERPRISES PENSION GROUP
Plan Contact
- Address: 3073 PALISADES COURT,TUSCALOOSA,AL
- Contact person: MADELEINE BAYLESS
- Phone: (205) 553-5257
Plan General Information
TLW ENTERPRISES PENSION GROUP Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of TLW ENTERPRISES PENSION GROUP is $5,079,343.00.This plan was established in 1995.
TLW ENTERPRISES PENSION GROUP Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in TLW ENTERPRISES PENSION GROUP is 150
TLW ENTERPRISES PENSION GROUP Average Participant Retirement Account Value
In 2019, the average participant retirement account value for TLW ENTERPRISES PENSION GROUP is $33,862.00
TLW ENTERPRISES PENSION GROUP Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for TLW ENTERPRISES PENSION GROUP is $4,613.00.
TLW ENTERPRISES PENSION GROUP Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in TLW ENTERPRISES PENSION GROUP is approximately $1,170.00
Investing in this additonal $1,170.00 for 20 years would give you extra $74,892.00, assuming a 10% annual return.
Investing in this additonal $1,170.00 for 20 years would give you extra $74,892.00, assuming a 10% annual return.
TLW ENTERPRISES PENSION GROUP Total Employer Contribution and Match Rate
In 2019, TLW ENTERPRISES PENSION GROUP allocates $175,529.00 to match its employees' contributions, providing an employer match rate of 50.73% of their contributions
TLW ENTERPRISES PENSION GROUP Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of TLW ENTERPRISES PENSION GROUP is -8.65%.
TLW ENTERPRISES PENSION GROUP Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for TLW ENTERPRISES PENSION GROUP is -3.01%. This measures the effectiveness of the plan participants' investments in the year.
TLW ENTERPRISES PENSION GROUP Expense Ratio
In 2019, the investment and administrative expense ratio of TLW ENTERPRISES PENSION GROUP is 0.85%.
Enrollment Features
TLW ENTERPRISES PENSION GROUP 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
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...