UNITED STATES BAKERY PROFIT SHARING PLAN

Plan Contact

  • Address: 315 NE 10TH AVENUE,PORTLAND,OR
  • Contact person: AURORA GRUNDMEYER
  • Phone: (503) 731-5671

Plan General Information

UNITED STATES BAKERY PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of UNITED STATES BAKERY PROFIT SHARING PLAN is $86,121,930.00.This plan was established in 2022.

UNITED STATES BAKERY PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in UNITED STATES BAKERY PROFIT SHARING PLAN is 1743

UNITED STATES BAKERY PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for UNITED STATES BAKERY PROFIT SHARING PLAN is $49,410.00

UNITED STATES BAKERY PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for UNITED STATES BAKERY PROFIT SHARING PLAN is $956.00.

UNITED STATES BAKERY PROFIT SHARING PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in UNITED STATES BAKERY PROFIT SHARING PLAN is approximately $4,539.00
Investing in this additonal $4,539.00 for 20 years would give you extra $290,549.00, assuming a 10% annual return.

UNITED STATES BAKERY PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2022, UNITED STATES BAKERY PROFIT SHARING PLAN allocates $7,912,933.00 to match its employees' contributions, providing an employer match rate of 474.66% of their contributions

UNITED STATES BAKERY PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of UNITED STATES BAKERY PROFIT SHARING PLAN is 2.05%.

UNITED STATES BAKERY PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for UNITED STATES BAKERY PROFIT SHARING PLAN is 2.40%. This measures the effectiveness of the plan participants' investments in the year.

UNITED STATES BAKERY PROFIT SHARING PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of UNITED STATES BAKERY PROFIT SHARING PLAN is 0.19%.

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 …