WILTEL COMMUNICATIONS INVESTMENT PLAN

Plan Contact

Plan General Information

WILTEL COMMUNICATIONS INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of WILTEL COMMUNICATIONS INVESTMENT PLAN is $62,457,178.00.This plan was established in 2001.

WILTEL COMMUNICATIONS INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2003, WILTEL COMMUNICATIONS INVESTMENT PLAN allocates $8,422,863.00 to match its employees' contributions, providing an employer match rate of 136.26% of their contributions

WILTEL COMMUNICATIONS INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of WILTEL COMMUNICATIONS INVESTMENT PLAN is 39.70%.

WILTEL COMMUNICATIONS INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for WILTEL COMMUNICATIONS INVESTMENT PLAN is 27.74%. This measures the effectiveness of the plan participants' investments in the year.

WILTEL COMMUNICATIONS INVESTMENT PLAN Expense Ratio

In 2003, the investment and administrative expense ratio of WILTEL COMMUNICATIONS INVESTMENT PLAN is 0.09%.

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 …