RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN

Plan Contact

  • Address: 2113 N WISCONSIN ST,RACINE,WI
  • Contact person: LAURA BROWN
  • Phone: (262) 637-8377

Plan General Information

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is $2,789,550.00.This plan was established in 1997.

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is 104

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is $26,822.00

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is $3,270.00.

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is approximately $1,565.00
Investing in this additonal $1,565.00 for 20 years would give you extra $100,220.00, assuming a 10% annual return.

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Total Employer Contribution and Match Rate

In 2016, RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN allocates $162,859.00 to match its employees' contributions, providing an employer match rate of 95.75% of their contributions

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is 0.44%.

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is 6.14%. This measures the effectiveness of the plan participants' investments in the year.

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION PLAN is 0.70%.

Enrollment Features

RACINE/KENOSHA COMMUNITY ACTION AGENCY, INC. 403(B) PENSION 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 …