AAI ASSOCIATES, INC. 401(K) PLAN

Plan Contact

  • Address: 14 WALL STREET,,NEW YORK,NY
  • Contact person: GEORGE METZGER
  • Phone: (212) 964-4040

Plan General Information

AAI ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AAI ASSOCIATES, INC. 401(K) PLAN is $9,806,744.00.This plan was established in 2017.

AAI ASSOCIATES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AAI ASSOCIATES, INC. 401(K) PLAN is 147

AAI ASSOCIATES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AAI ASSOCIATES, INC. 401(K) PLAN is $66,712.00

AAI ASSOCIATES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AAI ASSOCIATES, INC. 401(K) PLAN is $6,610.00.

AAI ASSOCIATES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AAI ASSOCIATES, INC. 401(K) PLAN is approximately $2,237.00
Investing in this additonal $2,237.00 for 20 years would give you extra $143,216.00, assuming a 10% annual return.

AAI ASSOCIATES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, AAI ASSOCIATES, INC. 401(K) PLAN allocates $328,951.00 to match its employees' contributions, providing an employer match rate of 34.44% of their contributions

AAI ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AAI ASSOCIATES, INC. 401(K) PLAN is 34.48%.

AAI ASSOCIATES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AAI ASSOCIATES, INC. 401(K) PLAN is 19.42%. This measures the effectiveness of the plan participants' investments in the year.

AAI ASSOCIATES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AAI ASSOCIATES, INC. 401(K) PLAN is 0.95%.

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