AARETE EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 200 E. RANDOLPH ST.,,CHICAGO,IL
  • Contact person: ASHLEY SHERWOOD
  • Phone: (312) 585-0800

Plan General Information

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AARETE EMPLOYEE STOCK OWNERSHIP PLAN is $110,964,629.00.This plan was established in 2018.

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AARETE EMPLOYEE STOCK OWNERSHIP PLAN is 305

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AARETE EMPLOYEE STOCK OWNERSHIP PLAN is $363,818.00

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AARETE EMPLOYEE STOCK OWNERSHIP PLAN is approximately $12,667.00
Investing in this additonal $12,667.00 for 20 years would give you extra $810,688.00, assuming a 10% annual return.

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AARETE EMPLOYEE STOCK OWNERSHIP PLAN is 44.61%.

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AARETE EMPLOYEE STOCK OWNERSHIP PLAN is 42.70%. This measures the effectiveness of the plan participants' investments in the year.

AARETE EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AARETE EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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