WEALTHVEST MARKETING RETIREMENT TRUST
Plan Contact
- Address: 2485 MANLEY ROAD,BOZEMAN,MT
- Contact person: MARA JOHNSON
- Phone: (406) 922-6288
Plan General Information
WEALTHVEST MARKETING RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2020, the total retirement plan assets of WEALTHVEST MARKETING RETIREMENT TRUST is $2,380,435.00.This plan was established in 2013.
WEALTHVEST MARKETING RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2020, the total number of retirement plan participants in WEALTHVEST MARKETING RETIREMENT TRUST is 127
WEALTHVEST MARKETING RETIREMENT TRUST Average Participant Retirement Account Value
In 2020, the average participant retirement account value for WEALTHVEST MARKETING RETIREMENT TRUST is $18,743.00
WEALTHVEST MARKETING RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2020, the estimated average employee contribution amount per participant for WEALTHVEST MARKETING RETIREMENT TRUST is $5,545.00.
WEALTHVEST MARKETING RETIREMENT TRUST Estimated Average Employer Match
In 2020, the estimated average employer match for an employee in WEALTHVEST MARKETING RETIREMENT TRUST is approximately $634.00
Investing in this additonal $634.00 for 20 years would give you extra $40,605.00, assuming a 10% annual return.
Investing in this additonal $634.00 for 20 years would give you extra $40,605.00, assuming a 10% annual return.
WEALTHVEST MARKETING RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2020, WEALTHVEST MARKETING RETIREMENT TRUST allocates $80,576.00 to match its employees' contributions, providing an employer match rate of 22.88% of their contributions
WEALTHVEST MARKETING RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2020, the total retirement plan asset growth rate of WEALTHVEST MARKETING RETIREMENT TRUST is 23.95%.
WEALTHVEST MARKETING RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2020, the estimated aggregate retirement account investment gain/loss for WEALTHVEST MARKETING RETIREMENT TRUST is 13.73%. This measures the effectiveness of the plan participants' investments in the year.
WEALTHVEST MARKETING RETIREMENT TRUST Expense Ratio
In 2020, the investment and administrative expense ratio of WEALTHVEST MARKETING RETIREMENT TRUST is 0.20%.
Enrollment Features
WEALTHVEST MARKETING RETIREMENT TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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