LUKE-DORF 401(K) PLAN & TRUST
Plan Contact
- Address: 8915 SW CENTER STREET,TIGARD,OR
- Contact person: JOHN TRINH
- Phone: (503) 726-3702
Plan General Information
LUKE-DORF 401(K) PLAN & TRUST Total Retirement Plan Assets
At the end of 2016, the total retirement plan assets of LUKE-DORF 401(K) PLAN & TRUST is $947,968.00.This plan was established in 2009.
LUKE-DORF 401(K) PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2016, the total number of retirement plan participants in LUKE-DORF 401(K) PLAN & TRUST is 264
LUKE-DORF 401(K) PLAN & TRUST Average Participant Retirement Account Value
In 2016, the average participant retirement account value for LUKE-DORF 401(K) PLAN & TRUST is $3,590.00
LUKE-DORF 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount
In 2016, the estimated average employee contribution amount per participant for LUKE-DORF 401(K) PLAN & TRUST is $1,214.00.
LUKE-DORF 401(K) PLAN & TRUST Estimated Average Employer Match
In 2016, the estimated average employer match for an employee in LUKE-DORF 401(K) PLAN & TRUST is approximately $390.00
Investing in this additonal $390.00 for 20 years would give you extra $24,969.00, assuming a 10% annual return.
Investing in this additonal $390.00 for 20 years would give you extra $24,969.00, assuming a 10% annual return.
LUKE-DORF 401(K) PLAN & TRUST Total Employer Contribution and Match Rate
In 2016, LUKE-DORF 401(K) PLAN & TRUST allocates $102,998.00 to match its employees' contributions, providing an employer match rate of 64.26% of their contributions
LUKE-DORF 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2016, the total retirement plan asset growth rate of LUKE-DORF 401(K) PLAN & TRUST is -2.12%.
LUKE-DORF 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2016, the estimated aggregate retirement account investment gain/loss for LUKE-DORF 401(K) PLAN & TRUST is 6.30%. This measures the effectiveness of the plan participants' investments in the year.
LUKE-DORF 401(K) PLAN & TRUST Expense Ratio
In 2016, the investment and administrative expense ratio of LUKE-DORF 401(K) PLAN & TRUST is 0.13%.
Enrollment Features
LUKE-DORF 401(K) PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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