THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN

Plan Contact

  • Contact person: LEWIS M. MOELLER
  • Phone: (847) 969-8237

Plan General Information

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is $12,742,140.00.This plan was established in 1996.

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is 203

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2001, the average participant retirement account value for THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is $62,769.00

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is $5,550.00.

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is approximately $1,124.00
Investing in this additonal $1,124.00 for 20 years would give you extra $71,983.00, assuming a 10% annual return.

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2001, THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN allocates $228,322.00 to match its employees' contributions, providing an employer match rate of 40.53% of their contributions

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is -4.18%.

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is -4.32%. This measures the effectiveness of the plan participants' investments in the year.

THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN Expense Ratio

In 2001, the investment and administrative expense ratio of THE ROANOKE COMPANIES, INC. & SUBS RETIREMENT SAVINGS PLAN is 0.03%.

Enrollment Features

Recent Articles

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

Get Started

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 …

Click for tips and plans for income

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 …