COLWILL ENGINEERING, INC. 401(K) PLAN

Plan Contact

  • Address: 4750 EAST ADAMO DR,TAMPA,FL
  • Contact person: TARA EVANS, FOR TAG RESOURCES
  • Phone: (813) 418-5002

Plan General Information

COLWILL ENGINEERING, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of COLWILL ENGINEERING, INC. 401(K) PLAN is $1,596,038.00.This plan was established in 2018.

COLWILL ENGINEERING, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in COLWILL ENGINEERING, INC. 401(K) PLAN is 170

COLWILL ENGINEERING, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for COLWILL ENGINEERING, INC. 401(K) PLAN is $9,388.00

COLWILL ENGINEERING, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for COLWILL ENGINEERING, INC. 401(K) PLAN is $1,967.00.

COLWILL ENGINEERING, INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in COLWILL ENGINEERING, INC. 401(K) PLAN is approximately $477.00
Investing in this additonal $477.00 for 20 years would give you extra $30,546.00, assuming a 10% annual return.

COLWILL ENGINEERING, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, COLWILL ENGINEERING, INC. 401(K) PLAN allocates $81,140.00 to match its employees' contributions, providing an employer match rate of 23.24% of their contributions

COLWILL ENGINEERING, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of COLWILL ENGINEERING, INC. 401(K) PLAN is 10.35%.

COLWILL ENGINEERING, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for COLWILL ENGINEERING, INC. 401(K) PLAN is -14.32%. This measures the effectiveness of the plan participants' investments in the year.

COLWILL ENGINEERING, INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of COLWILL ENGINEERING, INC. 401(K) PLAN is 1.15%.

Enrollment Features

COLWILL ENGINEERING, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their 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 …