STURGEON & SON, INC. 401K TRUST
Plan Contact
- Contact person: JOSEPH D'ANGELO
- Phone: (661) 322-4408
Plan General Information
STURGEON & SON, INC. 401K TRUST Total Retirement Plan Assets
At the end of 2008, the total retirement plan assets of STURGEON & SON, INC. 401K TRUST is $1,267,994.00.This plan was established in 1991.
STURGEON & SON, INC. 401K TRUST Total Number of Retirement Plan Participants
At the end of 2008, the total number of retirement plan participants in STURGEON & SON, INC. 401K TRUST is 196
STURGEON & SON, INC. 401K TRUST Average Participant Retirement Account Value
In 2008, the average participant retirement account value for STURGEON & SON, INC. 401K TRUST is $6,469.00
STURGEON & SON, INC. 401K TRUST Estimated Average Employee Contribution Amount
In 2008, the estimated average employee contribution amount per participant for STURGEON & SON, INC. 401K TRUST is $2,428.00.
STURGEON & SON, INC. 401K TRUST Total Retirement Plan Asset Growth Rate
In 2008, the total retirement plan asset growth rate of STURGEON & SON, INC. 401K TRUST is -22.65%.
STURGEON & SON, INC. 401K TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2008, the estimated aggregate retirement account investment gain/loss for STURGEON & SON, INC. 401K TRUST is -32.82%. This measures the effectiveness of the plan participants' investments in the year.
STURGEON & SON, INC. 401K TRUST Expense Ratio
In 2008, the investment and administrative expense ratio of STURGEON & SON, INC. 401K TRUST is 0.00%.
Enrollment Features
Recent Articles
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- 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?
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 ...