KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN
Plan Contact
- Address: 3000 FREDERICA STREET,OWENSBORO,KY
- Contact person: LINDA KELLER
- Phone: (270) 852-3110
Plan General Information
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is $9,293,082.00.This plan was established in 1956.
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is 432
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is $21,511.00
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is approximately $493.00
Investing in this additonal $493.00 for 20 years would give you extra $31,605.00, assuming a 10% annual return.
Investing in this additonal $493.00 for 20 years would give you extra $31,605.00, assuming a 10% annual return.
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is 10.18%.
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is 13.12%. This measures the effectiveness of the plan participants' investments in the year.
KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN is 0.00%.
Enrollment Features
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) 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 ...