WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT
Plan Contact
- Address: 4243 HUNT ROAD,CINCINNATI,OH
- Contact person: JOHN SLABOCH
- Phone: (513) 794-2566
Plan General Information
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Total Retirement Plan Assets
At the end of 2012, the total retirement plan assets of WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is $1,810,256.00.This plan was established in 1999.
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Total Number of Retirement Plan Participants
At the end of 2012, the total number of retirement plan participants in WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is 189
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Average Participant Retirement Account Value
In 2012, the average participant retirement account value for WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is $9,578.00
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Estimated Average Employee Contribution Amount
In 2012, the estimated average employee contribution amount per participant for WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is $1,625.00.
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Estimated Average Employer Match
In 2012, the estimated average employer match for an employee in WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is approximately $303.00
Investing in this additonal $303.00 for 20 years would give you extra $19,412.00, assuming a 10% annual return.
Investing in this additonal $303.00 for 20 years would give you extra $19,412.00, assuming a 10% annual return.
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Total Employer Contribution and Match Rate
In 2012, WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT allocates $57,328.00 to match its employees' contributions, providing an employer match rate of 37.31% of their contributions
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Total Retirement Plan Asset Growth Rate
In 2012, the total retirement plan asset growth rate of WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is 17.15%.
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2012, the estimated aggregate retirement account investment gain/loss for WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is 11.65%. This measures the effectiveness of the plan participants' investments in the year.
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT Expense Ratio
In 2012, the investment and administrative expense ratio of WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT is 0.00%.
Enrollment Features
WHI MANAGED PROPERTIES RETIREMENT PLAN & TRUST-CEDARWOOD HOTEL MGMT has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
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 ...