RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP

Plan Contact

  • Address: P.O. BOX 927,MADISON,WI
  • Contact person: JULIE MCDERMOTT
  • Phone: (608) 257-9521

Plan General Information

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is $68,956,717.00.This plan was established in 1987.

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is 162

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Average Participant Retirement Account Value

In 2023, the average participant retirement account value for RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is $425,658.00

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is $8,156.00.

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is approximately $6,332.00
Investing in this additonal $6,332.00 for 20 years would give you extra $405,289.00, assuming a 10% annual return.

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Total Employer Contribution and Match Rate

In 2023, RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP allocates $1,025,888.00 to match its employees' contributions, providing an employer match rate of 76.69% of their contributions

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is 15.89%.

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is 15.64%. This measures the effectiveness of the plan participants' investments in the year.

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP Expense Ratio

In 2023, the investment and administrative expense ratio of RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP is 0.07%.

Enrollment Features

RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP 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 …