TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN
Plan Contact
- Address: 21125 ENTERPRISE AVENUE,BROOKFIELD,WI
- Contact person: BRUCE HOEFLER
- Phone: (262) 797-7300
Plan General Information
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is $28,548,101.00.This plan was established in 1984.
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is 450
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is $63,440.00
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is $9,061.00.
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is approximately $1,935.00
Investing in this additonal $1,935.00 for 20 years would give you extra $123,850.00, assuming a 10% annual return.
Investing in this additonal $1,935.00 for 20 years would give you extra $123,850.00, assuming a 10% annual return.
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN allocates $870,827.00 to match its employees' contributions, providing an employer match rate of 42.71% of their contributions
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is 7.06%.
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is 11.85%. This measures the effectiveness of the plan participants' investments in the year.
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN is 0.31%.
Enrollment Features
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN 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
- 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 …