403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC
Plan Contact
- Address: 1546 FIRST STREET,NAPA,CA
- Contact person: KATHLEEN MASCHAL
- Phone: (707) 224-8266
Plan General Information
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Total Retirement Plan Assets
At the end of 2009, the total retirement plan assets of 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is $1,224,309.00.This plan was established in 2009.
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Total Number of Retirement Plan Participants
At the end of 2009, the total number of retirement plan participants in 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is 126
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Average Participant Retirement Account Value
In 2009, the average participant retirement account value for 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is $9,716.00
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Estimated Average Employee Contribution Amount
In 2009, the estimated average employee contribution amount per participant for 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is $2,401.00.
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Estimated Average Employer Match
In 2009, the estimated average employer match for an employee in 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is approximately $1,110.00
Investing in this additonal $1,110.00 for 20 years would give you extra $71,078.00, assuming a 10% annual return.
Investing in this additonal $1,110.00 for 20 years would give you extra $71,078.00, assuming a 10% annual return.
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Total Employer Contribution and Match Rate
In 2009, 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC allocates $139,935.00 to match its employees' contributions, providing an employer match rate of 92.50% of their contributions
403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC Expense Ratio
In 2009, the investment and administrative expense ratio of 403B THRIFT PLAN FOR EMPLOYEES OF ALDEA INC is 0.09%.
Enrollment Features
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
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 ...