ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN
Plan Contact
- Address: 1809 STAPLES MILL ROAD,RICHMOND,VA
- Contact person: JASON KONVICKA
- Phone: (804) 353-1200
Plan General Information
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is $60,122,314.00.This plan was established in 1970.
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is 257
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is $233,938.00
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is $5,838.00.
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is approximately $5,335.00
Investing in this additonal $5,335.00 for 20 years would give you extra $341,502.00, assuming a 10% annual return.
Investing in this additonal $5,335.00 for 20 years would give you extra $341,502.00, assuming a 10% annual return.
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN allocates $1,371,345.00 to match its employees' contributions, providing an employer match rate of 97.47% of their contributions
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is 10.57%.
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is 16.07%. This measures the effectiveness of the plan participants' investments in the year.
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN is 0.00%.
Enrollment Features
ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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