INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT

Plan Contact

  • Contact person: DAVID L HEINTZ
  • Phone: (502) 349-7659

Plan General Information

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is $5,554,186.00.This plan was established in 1993.

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is 253

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Average Participant Retirement Account Value

In 2005, the average participant retirement account value for INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is $21,953.00

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is $1,534.00.

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is 3.53%.

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is 5.89%. This measures the effectiveness of the plan participants' investments in the year.

INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT Expense Ratio

In 2005, the investment and administrative expense ratio of INTERTEC SYSTEMS, LLC EMPLOYEES UNIONIZED RETIREMENT is 0.06%.

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 …