UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND

Plan Contact

  • Address: 6525 CENTURION DRIVE,LANSING,MI
  • Contact person: RICHARD J. MATA
  • Phone: (517) 321-7502

Plan General Information

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is $5,402,200.00.This plan was established in 2007.

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is 279

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Average Participant Retirement Account Value

In 2010, the average participant retirement account value for UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is $19,362.00

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is $11,064.00.

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is approximately $1,183.00
Investing in this additonal $1,183.00 for 20 years would give you extra $75,738.00, assuming a 10% annual return.

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Total Employer Contribution and Match Rate

In 2010, UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND allocates $330,171.00 to match its employees' contributions, providing an employer match rate of 21.39% of their contributions

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is 63.13%.

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is 7.06%. This measures the effectiveness of the plan participants' investments in the year.

UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND Expense Ratio

In 2010, the investment and administrative expense ratio of UTILITY WORKERS LOCAL 223 DEFERRED COMPENSATION FUND is 1.00%.

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 …