IBEW LOCAL UNION 94 ANNUITY FUND

Plan Contact

  • Address: 299 WARD ST., FL 2,EAST WINDSOR,NJ
  • Contact person: JOSEPH CHECKLEY
  • Phone: (609) 426-9702

Plan General Information

IBEW LOCAL UNION 94 ANNUITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of IBEW LOCAL UNION 94 ANNUITY FUND is $20,801,204.00.This plan was established in 1999.

IBEW LOCAL UNION 94 ANNUITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in IBEW LOCAL UNION 94 ANNUITY FUND is 2836

IBEW LOCAL UNION 94 ANNUITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for IBEW LOCAL UNION 94 ANNUITY FUND is $7,334.00

IBEW LOCAL UNION 94 ANNUITY FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for IBEW LOCAL UNION 94 ANNUITY FUND is $237.00.

IBEW LOCAL UNION 94 ANNUITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in IBEW LOCAL UNION 94 ANNUITY FUND is approximately $999.00
Investing in this additonal $999.00 for 20 years would give you extra $63,941.00, assuming a 10% annual return.

IBEW LOCAL UNION 94 ANNUITY FUND Total Employer Contribution and Match Rate

In 2023, IBEW LOCAL UNION 94 ANNUITY FUND allocates $2,833,414.00 to match its employees' contributions, providing an employer match rate of 446.25% of their contributions

IBEW LOCAL UNION 94 ANNUITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of IBEW LOCAL UNION 94 ANNUITY FUND is 14.79%.

IBEW LOCAL UNION 94 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for IBEW LOCAL UNION 94 ANNUITY FUND is 15.05%. This measures the effectiveness of the plan participants' investments in the year.

IBEW LOCAL UNION 94 ANNUITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of IBEW LOCAL UNION 94 ANNUITY FUND is 1.09%.

Enrollment Features

IBEW LOCAL UNION 94 ANNUITY FUND 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

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

Get Started

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 …

Click for tips and plans for income

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 …