ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES

Plan Contact

  • Contact person: DAN M. SCHRAMM
  • Phone: (630) 724-5000

Plan General Information

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Total Retirement Plan Assets

At the end of 2002, the total retirement plan assets of ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is $389,947.00.This plan was established in 1997.

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Total Number of Retirement Plan Participants

At the end of 2002, the total number of retirement plan participants in ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is 92

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Average Participant Retirement Account Value

In 2002, the average participant retirement account value for ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is $4,238.00

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Estimated Average Employee Contribution Amount

In 2002, the estimated average employee contribution amount per participant for ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is $1,247.00.

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Estimated Average Employer Match

In 2002, the estimated average employer match for an employee in ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is approximately $251.00
Investing in this additonal $251.00 for 20 years would give you extra $16,084.00, assuming a 10% annual return.

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Total Employer Contribution and Match Rate

In 2002, ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES allocates $23,121.00 to match its employees' contributions, providing an employer match rate of 40.29% of their contributions

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Total Retirement Plan Asset Growth Rate

In 2002, the total retirement plan asset growth rate of ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is 1.38%.

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2002, the estimated aggregate retirement account investment gain/loss for ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is -8.86%. This measures the effectiveness of the plan participants' investments in the year.

ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES Expense Ratio

In 2002, the investment and administrative expense ratio of ROBERTSON-CECO SVG PLAN FOR CLTV BAR EES is 0.02%.

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 …