STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN

Plan Contact

  • Address: 225 SOUTH STREET,WILLIAMSTOWN,MA
  • Phone: (413) 458-0591

Plan General Information

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is $29,609,272.00.This plan was established in 1963.

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is 224

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is $132,184.00

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is $3,584.00.

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is approximately $2,701.00
Investing in this additonal $2,701.00 for 20 years would give you extra $172,907.00, assuming a 10% annual return.

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Total Employer Contribution and Match Rate

In 2023, STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN allocates $605,177.00 to match its employees' contributions, providing an employer match rate of 80.01% of their contributions

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is 14.29%.

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is 15.92%. This measures the effectiveness of the plan participants' investments in the year.

STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STERLING AND FRANCINE CLARK ART INSTITUTE DC PLAN is 0.00%.

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 …