AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST
Plan Contact
- Contact person: DONALD J WINTERS
- Phone: (402) 827-8830
Plan General Information
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2006, the total retirement plan assets of AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is $147,972,433.00.This plan was established in 1981.
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2006, the total number of retirement plan participants in AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is 3006
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2006, the average participant retirement account value for AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is $49,225.00
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2006, the estimated average employee contribution amount per participant for AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is $6,099.00.
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2006, the estimated average employer match for an employee in AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is approximately $2,590.00
Investing in this additonal $2,590.00 for 20 years would give you extra $165,777.00, assuming a 10% annual return.
Investing in this additonal $2,590.00 for 20 years would give you extra $165,777.00, assuming a 10% annual return.
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2006, AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST allocates $7,786,344.00 to match its employees' contributions, providing an employer match rate of 84.93% of their contributions
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2006, the total retirement plan asset growth rate of AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is -5.47%.
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2006, the estimated aggregate retirement account investment gain/loss for AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is -2.31%. This measures the effectiveness of the plan participants' investments in the year.
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2006, the investment and administrative expense ratio of AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST is 0.24%.
Enrollment Features
AMERITRADE HOLDING CORPORATION ASSOCIATES 401K PROFIT SHARING PLAN AND TRUST has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
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 …