JOHN J. BRENNAN RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: PO BOX 788,SHELTON,CT
  • Contact person: DAVID BRENNAN
  • Phone: (203) 929-6314

Plan General Information

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is $3,293,647.00.This plan was established in 1996.

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is 135

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is $24,397.00

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is $2,023.00.

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is approximately $1.00
Investing in this additonal $1.00 for 20 years would give you extra $84.00, assuming a 10% annual return.

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2010, JOHN J. BRENNAN RETIREMENT SAVINGS PLAN allocates $178.00 to match its employees' contributions, providing an employer match rate of 0.13% of their contributions

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is 8.18%.

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is 12.02%. This measures the effectiveness of the plan participants' investments in the year.

JOHN J. BRENNAN RETIREMENT SAVINGS PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of JOHN J. BRENNAN RETIREMENT SAVINGS PLAN is 1.00%.

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 …