PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN

Plan Contact

  • Address: 2126 OAK PARK BLVD,LAKE CHARLES,LA
  • Contact person: WILLIAM FOREMAN
  • Phone: (337) 474-6355

Plan General Information

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is $8,618,169.00.This plan was established in 1984.

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is 416

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is $20,716.00

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is $219.00.

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is approximately $1,413.00
Investing in this additonal $1,413.00 for 20 years would give you extra $90,478.00, assuming a 10% annual return.

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Total Employer Contribution and Match Rate

In 2008, PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN allocates $588,112.00 to match its employees' contributions, providing an employer match rate of 1290.85% of their contributions

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is -2.88%.

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is -5.40%. This measures the effectiveness of the plan participants' investments in the year.

PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of PLUMBERS & STEAMFITTERS LOCAL 106 PENSION TRUST FUND- DIRECT CONTRIBUTION PLAN is 0.57%.

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 …