BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan Contact
- Address: 30 BAEKELAND AVENUE,MIDDLESEX,NJ
- Phone: (732) 302-0889
Plan General Information
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $17,884,156.00.This plan was established in 2018.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 121
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $147,802.00
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is approximately $17,031.00
Investing in this additonal $17,031.00 for 20 years would give you extra $1,090,004.00, assuming a 10% annual return.
Investing in this additonal $17,031.00 for 20 years would give you extra $1,090,004.00, assuming a 10% annual return.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 7.21%.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.50%. This measures the effectiveness of the plan participants' investments in the year.
BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of BAMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.
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