PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST

Plan Contact

  • Address: 11621 EAST MARGINAL WAY SOUTH,SEATLLE,WA
  • Contact person: KEVIN BEARDSLEY
  • Phone: (206) 841-2324

Plan General Information

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is $8,110,982.00.This plan was established in 1991.

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is 113

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is $71,778.00

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is $3,282.00.

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is approximately $928.00
Investing in this additonal $928.00 for 20 years would give you extra $59,401.00, assuming a 10% annual return.

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST allocates $104,881.00 to match its employees' contributions, providing an employer match rate of 26.19% of their contributions

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is -22.91%.

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is 17.00%. This measures the effectiveness of the plan participants' investments in the year.

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND TRUST is 0.24%.

Enrollment Features

PSF MECHANICAL, INC. RETIREMENT SAVINGS PLAN AND 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.


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 …