TR1-STATE 401K PLAN AND TRUST
Plan Contact
- Contact person: JEERY V JACOBSON
- Phone: (303) 452-6111
Plan General Information
TR1-STATE 401K PLAN AND TRUST Total Retirement Plan Assets
At the end of 2006, the total retirement plan assets of TR1-STATE 401K PLAN AND TRUST is $32,179,631.00.This plan was established in 1986.
TR1-STATE 401K PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2006, the total number of retirement plan participants in TR1-STATE 401K PLAN AND TRUST is 695
TR1-STATE 401K PLAN AND TRUST Average Participant Retirement Account Value
In 2006, the average participant retirement account value for TR1-STATE 401K PLAN AND TRUST is $46,301.00
TR1-STATE 401K PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2006, the estimated average employee contribution amount per participant for TR1-STATE 401K PLAN AND TRUST is $9,225.00.
TR1-STATE 401K PLAN AND TRUST Estimated Average Employer Match
In 2006, the estimated average employer match for an employee in TR1-STATE 401K PLAN AND TRUST is approximately $391.00
Investing in this additonal $391.00 for 20 years would give you extra $25,040.00, assuming a 10% annual return.
Investing in this additonal $391.00 for 20 years would give you extra $25,040.00, assuming a 10% annual return.
TR1-STATE 401K PLAN AND TRUST Total Employer Contribution and Match Rate
In 2006, TR1-STATE 401K PLAN AND TRUST allocates $271,928.00 to match its employees' contributions, providing an employer match rate of 8.48% of their contributions
TR1-STATE 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2006, the total retirement plan asset growth rate of TR1-STATE 401K PLAN AND TRUST is 21.37%.
TR1-STATE 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2006, the estimated aggregate retirement account investment gain/loss for TR1-STATE 401K PLAN AND TRUST is 10.96%. This measures the effectiveness of the plan participants' investments in the year.
TR1-STATE 401K PLAN AND TRUST Expense Ratio
In 2006, the investment and administrative expense ratio of TR1-STATE 401K PLAN AND TRUST is 0.02%.
Enrollment Features
Recent Articles
- Warren Buffett's Phenomenal Run: The Oracle May Retire, But His Legacy Endures
- 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
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 ...