SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN
Plan Contact
- Contact person: KAREN PELENZ
- Phone: (630) 986-8800
Plan General Information
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Total Retirement Plan Assets
At the end of 2003, the total retirement plan assets of SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is $212,774,818.00.This plan was established in 1955.
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Total Number of Retirement Plan Participants
At the end of 2003, the total number of retirement plan participants in SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is 13941
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Average Participant Retirement Account Value
In 2003, the average participant retirement account value for SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is $15,262.00
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Estimated Average Employee Contribution Amount
In 2003, the estimated average employee contribution amount per participant for SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is $1,194.00.
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Estimated Average Employer Match
In 2003, the estimated average employer match for an employee in SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is approximately $305.00
Investing in this additonal $305.00 for 20 years would give you extra $19,559.00, assuming a 10% annual return.
Investing in this additonal $305.00 for 20 years would give you extra $19,559.00, assuming a 10% annual return.
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Total Employer Contribution and Match Rate
In 2003, SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN allocates $4,260,575.00 to match its employees' contributions, providing an employer match rate of 51.15% of their contributions
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Total Retirement Plan Asset Growth Rate
In 2003, the total retirement plan asset growth rate of SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is 1.73%.
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2003, the estimated aggregate retirement account investment gain/loss for SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is 19.08%. This measures the effectiveness of the plan participants' investments in the year.
SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN Expense Ratio
In 2003, the investment and administrative expense ratio of SPIEGEL GROUP VALUE IN PARTNERSHIP PROFIT SHARING AND 401K SVGS PLAN is 0.00%.
Enrollment Features
Recent Articles
- 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
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
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 …