EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan Contact
- Address: 285 PAWLING AVENUE,TROY,NY
- Contact person: DARLENE TOZZI
- Phone: (518) 833-1300
Plan General Information
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2010, the total retirement plan assets of EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is $19,401,148.00.This plan was established in 1937.
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2010, the total number of retirement plan participants in EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is 431
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value
In 2010, the average participant retirement account value for EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is $45,014.00
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2010, the estimated average employee contribution amount per participant for EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is $1,346.00.
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match
In 2010, the estimated average employer match for an employee in EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $1,390.00
Investing in this additonal $1,390.00 for 20 years would give you extra $88,960.00, assuming a 10% annual return.
Investing in this additonal $1,390.00 for 20 years would give you extra $88,960.00, assuming a 10% annual return.
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2010, EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN allocates $599,094.00 to match its employees' contributions, providing an employer match rate of 206.40% of their contributions
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2010, the total retirement plan asset growth rate of EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is 10.40%.
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2010, the estimated aggregate retirement account investment gain/loss for EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is 9.24%. This measures the effectiveness of the plan participants' investments in the year.
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio
In 2010, the investment and administrative expense ratio of EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN is 0.00%.
Enrollment Features
EMMA WILLARD SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT 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.
Recent Articles
- Lazy Portfolios Aren't Lazy in Growing Wealth
- 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
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 ...