ASSET MANAGEMENT FOR GE LUNAR

Plan Contact

  • Contact person: ALICE F. GUILLOTT
  • Phone: (608) 826-7638

Plan General Information

ASSET MANAGEMENT FOR GE LUNAR Total Retirement Plan Assets

At the end of 2000, the total retirement plan assets of ASSET MANAGEMENT FOR GE LUNAR is $11,740,629.00.This plan was established in 1987.

ASSET MANAGEMENT FOR GE LUNAR Total Number of Retirement Plan Participants

At the end of 2000, the total number of retirement plan participants in ASSET MANAGEMENT FOR GE LUNAR is 324

ASSET MANAGEMENT FOR GE LUNAR Average Participant Retirement Account Value

In 2000, the average participant retirement account value for ASSET MANAGEMENT FOR GE LUNAR is $36,236.00

ASSET MANAGEMENT FOR GE LUNAR Estimated Average Employee Contribution Amount

In 2000, the estimated average employee contribution amount per participant for ASSET MANAGEMENT FOR GE LUNAR is $2,294.00.

ASSET MANAGEMENT FOR GE LUNAR Estimated Average Employer Match

In 2000, the estimated average employer match for an employee in ASSET MANAGEMENT FOR GE LUNAR is approximately $3,746.00
Investing in this additonal $3,746.00 for 20 years would give you extra $239,761.00, assuming a 10% annual return.

ASSET MANAGEMENT FOR GE LUNAR Total Employer Contribution and Match Rate

In 2000, ASSET MANAGEMENT FOR GE LUNAR allocates $1,213,792.00 to match its employees' contributions, providing an employer match rate of 326.49% of their contributions

ASSET MANAGEMENT FOR GE LUNAR Total Retirement Plan Asset Growth Rate

In 2000, the total retirement plan asset growth rate of ASSET MANAGEMENT FOR GE LUNAR is -12.13%.

ASSET MANAGEMENT FOR GE LUNAR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2000, the estimated aggregate retirement account investment gain/loss for ASSET MANAGEMENT FOR GE LUNAR is -8.05%. This measures the effectiveness of the plan participants' investments in the year.

ASSET MANAGEMENT FOR GE LUNAR Expense Ratio

In 2000, the investment and administrative expense ratio of ASSET MANAGEMENT FOR GE LUNAR is 0.06%.

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 …