WALLACE AUT0 EE SAVINGS & PROTECTION PLN

Plan Contact

  • Contact person: SHARRON R TRIVETT
  • Phone: (423) 764-1145

Plan General Information

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Total Retirement Plan Assets

At the end of 2004, the total retirement plan assets of WALLACE AUT0 EE SAVINGS & PROTECTION PLN is $1,152,564.00.This plan was established in 1994.

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Total Number of Retirement Plan Participants

At the end of 2004, the total number of retirement plan participants in WALLACE AUT0 EE SAVINGS & PROTECTION PLN is 167

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Average Participant Retirement Account Value

In 2004, the average participant retirement account value for WALLACE AUT0 EE SAVINGS & PROTECTION PLN is $6,901.00

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Estimated Average Employee Contribution Amount

In 2004, the estimated average employee contribution amount per participant for WALLACE AUT0 EE SAVINGS & PROTECTION PLN is $2,269.00.

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Estimated Average Employer Match

In 2004, the estimated average employer match for an employee in WALLACE AUT0 EE SAVINGS & PROTECTION PLN is approximately $124.00
Investing in this additonal $124.00 for 20 years would give you extra $7,962.00, assuming a 10% annual return.

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Total Employer Contribution and Match Rate

In 2004, WALLACE AUT0 EE SAVINGS & PROTECTION PLN allocates $20,777.00 to match its employees' contributions, providing an employer match rate of 10.97% of their contributions

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Total Retirement Plan Asset Growth Rate

In 2004, the total retirement plan asset growth rate of WALLACE AUT0 EE SAVINGS & PROTECTION PLN is 44.42%.

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2004, the estimated aggregate retirement account investment gain/loss for WALLACE AUT0 EE SAVINGS & PROTECTION PLN is 6.81%. This measures the effectiveness of the plan participants' investments in the year.

WALLACE AUT0 EE SAVINGS & PROTECTION PLN Expense Ratio

In 2004, the investment and administrative expense ratio of WALLACE AUT0 EE SAVINGS & PROTECTION PLN is 0.31%.

Enrollment Features


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 …