SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES
Plan Contact
- Address: 1620 DODGE STREET, STOP 3390,OMAHA,NE
- Contact person: DANIEL CALDWELL
- Phone: (402) 341-2535
Plan General Information
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is $96,002,526.00.This plan was established in 1990.
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is 686
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is $139,945.00
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is $5,808.00.
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is approximately $5,099.00
Investing in this additonal $5,099.00 for 20 years would give you extra $326,339.00, assuming a 10% annual return.
Investing in this additonal $5,099.00 for 20 years would give you extra $326,339.00, assuming a 10% annual return.
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Total Employer Contribution and Match Rate
In 2023, SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES allocates $3,497,954.00 to match its employees' contributions, providing an employer match rate of 95.14% of their contributions
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is 17.38%.
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is 17.02%. This measures the effectiveness of the plan participants' investments in the year.
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES Expense Ratio
In 2023, the investment and administrative expense ratio of SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES is 0.02%.
Enrollment Features
Recent Articles
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
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 …