AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 200 E RANDOLPH,,CHICAGO,IL
- Contact person: ASHLEY SHERWOOD
- Phone: (773) 793-1595
Plan General Information
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $24,203,049.00.This plan was established in 2009.
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 404
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $59,908.00
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $8,592.00.
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is approximately $2,855.00
Investing in this additonal $2,855.00 for 20 years would give you extra $182,732.00, assuming a 10% annual return.
Investing in this additonal $2,855.00 for 20 years would give you extra $182,732.00, assuming a 10% annual return.
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST allocates $1,153,497.00 to match its employees' contributions, providing an employer match rate of 37.98% of their contributions
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 30.74%.
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 20.24%. This measures the effectiveness of the plan participants' investments in the year.
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 0.32%.
Enrollment Features
AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST 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.
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