AUTOGERMANA BMW 1165(E) SAVINGS PLAN
Plan Contact
- Address: PO BOX 195406,SAN JUAN,PR
- Contact person: ANNIE BOUZA
- Phone: (787) 474-7000
Plan General Information
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of AUTOGERMANA BMW 1165(E) SAVINGS PLAN is $5,776,479.00.This plan was established in 2002.
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in AUTOGERMANA BMW 1165(E) SAVINGS PLAN is 319
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for AUTOGERMANA BMW 1165(E) SAVINGS PLAN is $18,108.00
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for AUTOGERMANA BMW 1165(E) SAVINGS PLAN is $5,447.00.
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in AUTOGERMANA BMW 1165(E) SAVINGS PLAN is approximately $582.00
Investing in this additonal $582.00 for 20 years would give you extra $37,298.00, assuming a 10% annual return.
Investing in this additonal $582.00 for 20 years would give you extra $37,298.00, assuming a 10% annual return.
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, AUTOGERMANA BMW 1165(E) SAVINGS PLAN allocates $185,912.00 to match its employees' contributions, providing an employer match rate of 21.40% of their contributions
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of AUTOGERMANA BMW 1165(E) SAVINGS PLAN is 36.13%.
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for AUTOGERMANA BMW 1165(E) SAVINGS PLAN is 14.77%. This measures the effectiveness of the plan participants' investments in the year.
AUTOGERMANA BMW 1165(E) SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of AUTOGERMANA BMW 1165(E) SAVINGS PLAN is 0.05%.
Enrollment Features
AUTOGERMANA BMW 1165(E) 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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