OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN

Plan Contact

  • Address: 1225 CORPORATE BLVD.,AURORA,IL
  • Contact person: JACQUELINE M CAVIN
  • Phone: (603) 851-6600

Plan General Information

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is $11,902,863.00.This plan was established in 1974.

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is 368

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is $32,344.00

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is $928.00.

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is approximately $794.00
Investing in this additonal $794.00 for 20 years would give you extra $50,850.00, assuming a 10% annual return.

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN allocates $292,389.00 to match its employees' contributions, providing an employer match rate of 68.85% of their contributions

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is 16.65%.

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is 16.70%. This measures the effectiveness of the plan participants' investments in the year.

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN is 0.20%.

Enrollment Features

OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their 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 …