BALSAM BRANDS INC. RETIREMENT TRUST

Plan Contact

  • Address: 700 JEFFERSON,,REDWOOD CITY,CA
  • Contact person: TRACEY WHITE
  • Phone: (888) 552-2572

Plan General Information

BALSAM BRANDS INC. RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BALSAM BRANDS INC. RETIREMENT TRUST is $16,909,561.00.This plan was established in 2010.

BALSAM BRANDS INC. RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BALSAM BRANDS INC. RETIREMENT TRUST is 231

BALSAM BRANDS INC. RETIREMENT TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BALSAM BRANDS INC. RETIREMENT TRUST is $73,201.00

BALSAM BRANDS INC. RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BALSAM BRANDS INC. RETIREMENT TRUST is $9,029.00.

BALSAM BRANDS INC. RETIREMENT TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BALSAM BRANDS INC. RETIREMENT TRUST is approximately $2,794.00
Investing in this additonal $2,794.00 for 20 years would give you extra $178,874.00, assuming a 10% annual return.

BALSAM BRANDS INC. RETIREMENT TRUST Total Employer Contribution and Match Rate

In 2023, BALSAM BRANDS INC. RETIREMENT TRUST allocates $645,624.00 to match its employees' contributions, providing an employer match rate of 35.05% of their contributions

BALSAM BRANDS INC. RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BALSAM BRANDS INC. RETIREMENT TRUST is 43.06%.

BALSAM BRANDS INC. RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BALSAM BRANDS INC. RETIREMENT TRUST is 22.16%. This measures the effectiveness of the plan participants' investments in the year.

BALSAM BRANDS INC. RETIREMENT TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of BALSAM BRANDS INC. RETIREMENT TRUST is 0.16%.

Enrollment Features

BALSAM BRANDS INC. RETIREMENT 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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