FUTURE RETIREMENT, INC. 401(K) PLAN

Plan Contact

  • Address: 2211 EAGLE DR.,MIDDLETON,WI
  • Contact person: MARK WHITISH
  • Phone: (608) 824-0043

Plan General Information

FUTURE RETIREMENT, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of FUTURE RETIREMENT, INC. 401(K) PLAN is $748,407.00.This plan was established in 2015.

FUTURE RETIREMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in FUTURE RETIREMENT, INC. 401(K) PLAN is 147

FUTURE RETIREMENT, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for FUTURE RETIREMENT, INC. 401(K) PLAN is $5,091.00

FUTURE RETIREMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for FUTURE RETIREMENT, INC. 401(K) PLAN is $1,399.00.

FUTURE RETIREMENT, INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in FUTURE RETIREMENT, INC. 401(K) PLAN is approximately $323.00
Investing in this additonal $323.00 for 20 years would give you extra $20,699.00, assuming a 10% annual return.

FUTURE RETIREMENT, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, FUTURE RETIREMENT, INC. 401(K) PLAN allocates $47,545.00 to match its employees' contributions, providing an employer match rate of 46.23% of their contributions

FUTURE RETIREMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of FUTURE RETIREMENT, INC. 401(K) PLAN is -5.86%.

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

In 2022, the estimated aggregate retirement account investment gain/loss for FUTURE RETIREMENT, INC. 401(K) PLAN is -22.64%. This measures the effectiveness of the plan participants' investments in the year.

FUTURE RETIREMENT, INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of FUTURE RETIREMENT, INC. 401(K) PLAN is 0.00%.

Enrollment Features

FUTURE RETIREMENT, 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 …