U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN

Plan Contact

  • Contact person: JAMES L. SCHWINKENDORF
  • Phone: (972) 943-9559

Plan General Information

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is $2,580,352.00.This plan was established in 1997.

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is 477

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2000, the average participant retirement account value for U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is $5,409.00

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is $3,469.00.

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is approximately $63.00
Investing in this additonal $63.00 for 20 years would give you extra $4,071.00, assuming a 10% annual return.

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2000, U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN allocates $30,342.00 to match its employees' contributions, providing an employer match rate of 3.67% of their contributions

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is 28.54%.

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is -5.07%. This measures the effectiveness of the plan participants' investments in the year.

U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN Expense Ratio

In 2000, the investment and administrative expense ratio of U.A. PLUMBERS & STEAMFITTERS 401K AND RETIREMENT PLAN is 1.98%.

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 ...