VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST

Plan Contact

  • Phone: (503) 928-2344

Plan General Information

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is $12,100,442.00.This plan was established in 1988.

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is 551

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Average Participant Retirement Account Value

In 2000, the average participant retirement account value for VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is $21,960.00

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is $4,329.00.

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is approximately $733.00
Investing in this additonal $733.00 for 20 years would give you extra $46,931.00, assuming a 10% annual return.

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Total Employer Contribution and Match Rate

In 2000, VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST allocates $404,054.00 to match its employees' contributions, providing an employer match rate of 33.88% of their contributions

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is 33.56%.

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is 24.78%. This measures the effectiveness of the plan participants' investments in the year.

VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST Expense Ratio

In 2000, the investment and administrative expense ratio of VALLEY GROUP EMPLOYEES 401K SAVINGS PLAN AND TRUST is 0.05%.

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 ...