WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES

Plan Contact

  • Address: 2905 SW FIRST AVE,PORTLAND,OR
  • Contact person: JOHN WIED
  • Phone: (503) 222-4375

Plan General Information

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is $54,653,756.00.This plan was established in 1996.

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is 647

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Average Participant Retirement Account Value

In 2011, the average participant retirement account value for WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is $84,472.00

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is $5,906.00.

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is approximately $1,440.00
Investing in this additonal $1,440.00 for 20 years would give you extra $92,178.00, assuming a 10% annual return.

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Total Employer Contribution and Match Rate

In 2011, WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES allocates $931,865.00 to match its employees' contributions, providing an employer match rate of 48.77% of their contributions

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is 18.03%.

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is 20.13%. This measures the effectiveness of the plan participants' investments in the year.

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES Expense Ratio

In 2011, the investment and administrative expense ratio of WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES is 0.09%.

Enrollment Features

WALSH GROUP 401(K) & PS PLAN FOR UN & NON-UN EES has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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 ...