TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN

Plan Contact

  • Contact person: LAWRENCE GRAHAM
  • Phone: (800) 321-4234

Plan General Information

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is $2,908,349.00.This plan was established in 1974.

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is 236

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Average Participant Retirement Account Value

In 2004, the average participant retirement account value for TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is $12,323.00

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is $2,393.00.

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is approximately $160.00
Investing in this additonal $160.00 for 20 years would give you extra $10,263.00, assuming a 10% annual return.

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2004, TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN allocates $37,845.00 to match its employees' contributions, providing an employer match rate of 13.40% of their contributions

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is 21.94%.

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is 8.43%. This measures the effectiveness of the plan participants' investments in the year.

TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN Expense Ratio

In 2004, the investment and administrative expense ratio of TRUSTEES FOR THE INTERSTATE & MCBEE RETIREMENT PLAN is 0.02%.

Enrollment Features

Recent Articles

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

Get Started

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 ...

Click for tips and plans for income

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 ...