SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES
Plan Contact
- Address: 12855 W. LISBON ROAD STE 100,BROOKFIELD,WI
- Contact person: KELLIE WUSSOW
- Phone: (414) 771-4150
Plan General Information
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is $8,619,313.00.This plan was established in 1982.
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is 159
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Average Participant Retirement Account Value
In 2020, the average participant retirement account value for SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is $54,209.00
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is $3,286.00.
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is approximately $530.00
Investing in this additonal $530.00 for 20 years would give you extra $33,967.00, assuming a 10% annual return.
Investing in this additonal $530.00 for 20 years would give you extra $33,967.00, assuming a 10% annual return.
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Total Employer Contribution and Match Rate
In 2020, SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES allocates $84,387.00 to match its employees' contributions, providing an employer match rate of 32.30% of their contributions
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is 14.59%.
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is 19.08%. This measures the effectiveness of the plan participants' investments in the year.
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES Expense Ratio
In 2020, the investment and administrative expense ratio of SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES is 0.01%.
Enrollment Features
SCHWAAB, INC. 401(K) RETIREMENT PLAN FOR OFFICE AND SHOP EMPLOYEES has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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