EVERETT SMITH GROUP, LTD. 401(K) PLAN

Plan Contact

  • Address: 330 EAST KILBOURN AVE, SUITE 1400,MILWAUKEE,WI
  • Contact person: BRUCE BETTERS
  • Phone: (414) 223-1560

Plan General Information

EVERETT SMITH GROUP, LTD. 401(K) PLAN Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of EVERETT SMITH GROUP, LTD. 401(K) PLAN is $95,918,538.00.This plan was established in 1985.

EVERETT SMITH GROUP, LTD. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in EVERETT SMITH GROUP, LTD. 401(K) PLAN is 1604

EVERETT SMITH GROUP, LTD. 401(K) PLAN Average Participant Retirement Account Value

In 2013, the average participant retirement account value for EVERETT SMITH GROUP, LTD. 401(K) PLAN is $59,799.00

EVERETT SMITH GROUP, LTD. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for EVERETT SMITH GROUP, LTD. 401(K) PLAN is $4,131.00.

EVERETT SMITH GROUP, LTD. 401(K) PLAN Estimated Average Employer Match

In 2013, the estimated average employer match for an employee in EVERETT SMITH GROUP, LTD. 401(K) PLAN is approximately $1,490.00
Investing in this additonal $1,490.00 for 20 years would give you extra $95,366.00, assuming a 10% annual return.

EVERETT SMITH GROUP, LTD. 401(K) PLAN Total Employer Contribution and Match Rate

In 2013, EVERETT SMITH GROUP, LTD. 401(K) PLAN allocates $2,390,111.00 to match its employees' contributions, providing an employer match rate of 72.14% of their contributions

EVERETT SMITH GROUP, LTD. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of EVERETT SMITH GROUP, LTD. 401(K) PLAN is -2.45%.

EVERETT SMITH GROUP, LTD. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for EVERETT SMITH GROUP, LTD. 401(K) PLAN is 11.00%. This measures the effectiveness of the plan participants' investments in the year.

EVERETT SMITH GROUP, LTD. 401(K) PLAN Expense Ratio

In 2013, the investment and administrative expense ratio of EVERETT SMITH GROUP, LTD. 401(K) PLAN is 0.17%.

Enrollment Features

EVERETT SMITH GROUP, LTD. 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.

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