THRIFT PLAN OF JAWONIO, INC

Plan Contact

  • Address: 260 N. LITTLE TOR ROAD,NEW CITY,NY
  • Contact person: MARK CAMPIONE
  • Phone: (845) 634-4648

Plan General Information

THRIFT PLAN OF JAWONIO, INC Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of THRIFT PLAN OF JAWONIO, INC is $6,594,148.00.This plan was established in 2009.

THRIFT PLAN OF JAWONIO, INC Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in THRIFT PLAN OF JAWONIO, INC is 690

THRIFT PLAN OF JAWONIO, INC Average Participant Retirement Account Value

In 2010, the average participant retirement account value for THRIFT PLAN OF JAWONIO, INC is $9,556.00

THRIFT PLAN OF JAWONIO, INC Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for THRIFT PLAN OF JAWONIO, INC is $1,816.00.

THRIFT PLAN OF JAWONIO, INC Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in THRIFT PLAN OF JAWONIO, INC is approximately $1,069.00
Investing in this additonal $1,069.00 for 20 years would give you extra $68,430.00, assuming a 10% annual return.

THRIFT PLAN OF JAWONIO, INC Total Employer Contribution and Match Rate

In 2010, THRIFT PLAN OF JAWONIO, INC allocates $737,770.00 to match its employees' contributions, providing an employer match rate of 117.73% of their contributions

THRIFT PLAN OF JAWONIO, INC Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of THRIFT PLAN OF JAWONIO, INC is 22.45%.

THRIFT PLAN OF JAWONIO, INC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for THRIFT PLAN OF JAWONIO, INC is 9.06%. This measures the effectiveness of the plan participants' investments in the year.

THRIFT PLAN OF JAWONIO, INC Expense Ratio

In 2010, the investment and administrative expense ratio of THRIFT PLAN OF JAWONIO, INC is 1.06%.

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 …