E. TETZ & SONS, INC.401K PS PLAN

Plan Contact

  • Phone: (845) 692-4486

Plan General Information

E. TETZ & SONS, INC.401K PS PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of E. TETZ & SONS, INC.401K PS PLAN is $2,383,461.00.This plan was established in 1985.

E. TETZ & SONS, INC.401K PS PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in E. TETZ & SONS, INC.401K PS PLAN is 132

E. TETZ & SONS, INC.401K PS PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for E. TETZ & SONS, INC.401K PS PLAN is $18,056.00

E. TETZ & SONS, INC.401K PS PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for E. TETZ & SONS, INC.401K PS PLAN is $3,413.00.

E. TETZ & SONS, INC.401K PS PLAN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in E. TETZ & SONS, INC.401K PS PLAN is approximately $1,313.00
Investing in this additonal $1,313.00 for 20 years would give you extra $84,077.00, assuming a 10% annual return.

E. TETZ & SONS, INC.401K PS PLAN Total Employer Contribution and Match Rate

In 2008, E. TETZ & SONS, INC.401K PS PLAN allocates $173,409.00 to match its employees' contributions, providing an employer match rate of 76.98% of their contributions

E. TETZ & SONS, INC.401K PS PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of E. TETZ & SONS, INC.401K PS PLAN is -31.37%.

E. TETZ & SONS, INC.401K PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for E. TETZ & SONS, INC.401K PS PLAN is -37.89%. This measures the effectiveness of the plan participants' investments in the year.

E. TETZ & SONS, INC.401K PS PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of E. TETZ & SONS, INC.401K PS PLAN is 1.52%.

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 …