SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN

Plan Contact

  • Contact person: TIMOTHY U. ZYGMONT
  • Phone: (803) 548-8510

Plan General Information

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is $180,372,251.00.This plan was established in 1993.

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is 2837

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is $63,578.00

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is $3,835.00.

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is approximately $668.00
Investing in this additonal $668.00 for 20 years would give you extra $42,804.00, assuming a 10% annual return.

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2006, SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN allocates $1,897,457.00 to match its employees' contributions, providing an employer match rate of 34.88% of their contributions

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is 219.93%.

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is 203.95%. This measures the effectiveness of the plan participants' investments in the year.

SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of SCHAEFFLER GROUP USA INC. INA 401K INVESTMENT SAVINGS PLAN is 0.02%.

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