AGATE HOUSING AND SERVICES, INC. 401(K) PLAN

Plan Contact

  • Address: 2309 NICOLLET AVENUE SOUTH,MINNEAPOLIS,MN
  • Phone: (612) 870-2280

Plan General Information

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is $3,176,145.00.This plan was established in 2009.

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is 183

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is $17,355.00

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is $1,902.00.

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is approximately $798.00
Investing in this additonal $798.00 for 20 years would give you extra $51,122.00, assuming a 10% annual return.

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, AGATE HOUSING AND SERVICES, INC. 401(K) PLAN allocates $146,179.00 to match its employees' contributions, providing an employer match rate of 83.97% of their contributions

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is 22.42%.

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is 18.88%. This measures the effectiveness of the plan participants' investments in the year.

AGATE HOUSING AND SERVICES, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AGATE HOUSING AND SERVICES, INC. 401(K) PLAN is 0.21%.

Enrollment Features

AGATE HOUSING AND SERVICES, INC. 401(K) 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.

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