STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST
Plan Contact
- Address: 1333 S. CLEARVIEW PARKWAY,JEFFERSON,LA
- Contact person: MIREYA SANTOS
- Phone: (504) 729-1400
Plan General Information
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is $106,989,703.00.This plan was established in 1981.
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is 5569
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Average Participant Retirement Account Value
In 2014, the average participant retirement account value for STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is $19,211.00
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is $2,034.00.
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is approximately $385.00
Investing in this additonal $385.00 for 20 years would give you extra $24,647.00, assuming a 10% annual return.
Investing in this additonal $385.00 for 20 years would give you extra $24,647.00, assuming a 10% annual return.
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2014, STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST allocates $2,144,757.00 to match its employees' contributions, providing an employer match rate of 37.85% of their contributions
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is -15.09%.
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is 5.76%. This measures the effectiveness of the plan participants' investments in the year.
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST Expense Ratio
In 2014, the investment and administrative expense ratio of STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST is 0.02%.
Enrollment Features
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST 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.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
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 ...