LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN

Overview

Plan Contact

  • Address: 431 E. CLAIREMONT AVE.,,EAU CLAIRE,WI
  • Contact person: DEBBIE BALCK
  • Phone: (715) 834-5579

Plan General Information


At the end of 2022, the total retirement plan assets of LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is $6,569,747.This plan was established in 1990.

At the end of 2022, the total number of retirement plan participants in LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is 251

In 2022, the average participant retirement account value for LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is $26,174

In 2022, the estimated average employee contribution amount per participant for LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is $824

In 2022, the estimated average employer match for an employee in LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is approximately $842

In 2022, LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN allocates $211,535 to match its employees’ contributions, providing an employer match rate of 99.65% of their contributions

In 2022, the total retirement plan asset growth rate of LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is -17.03%

In 2022, the estimated aggregate retirement account investment gain/loss for LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is -18.33%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN is 0.04%.

Enrollment Features

LOCAL 2138 U.S.W.A. RETIREMENT SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.