ALLEGACY RETIREMENT SAVINGS PLAN
Plan Contact
- Address: PO BOX 26043,WINSTON-SALEM,NC
- Contact person: ANNETTE KNIGHT
- Phone: (800) 782-4670
Plan General Information
ALLEGACY RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ALLEGACY RETIREMENT SAVINGS PLAN is $45,642,807.00.This plan was established in 1997.
ALLEGACY RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ALLEGACY RETIREMENT SAVINGS PLAN is 485
ALLEGACY RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ALLEGACY RETIREMENT SAVINGS PLAN is $94,108.00
ALLEGACY RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ALLEGACY RETIREMENT SAVINGS PLAN is $5,114.00.
ALLEGACY RETIREMENT SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ALLEGACY RETIREMENT SAVINGS PLAN is approximately $2,513.00
Investing in this additonal $2,513.00 for 20 years would give you extra $160,865.00, assuming a 10% annual return.
Investing in this additonal $2,513.00 for 20 years would give you extra $160,865.00, assuming a 10% annual return.
ALLEGACY RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, ALLEGACY RETIREMENT SAVINGS PLAN allocates $1,219,061.00 to match its employees' contributions, providing an employer match rate of 48.84% of their contributions
ALLEGACY RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ALLEGACY RETIREMENT SAVINGS PLAN is 19.97%.
ALLEGACY RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ALLEGACY RETIREMENT SAVINGS PLAN is 15.20%. This measures the effectiveness of the plan participants' investments in the year.
ALLEGACY RETIREMENT SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ALLEGACY RETIREMENT SAVINGS PLAN is 0.14%.
Enrollment Features
ALLEGACY RETIREMENT SAVINGS PLAN 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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