BARRE BELT 401(K) RETIREMENT PLAN & TRUST

Plan Contact

  • Address: 105 N MAIN ST STE 302,BARRE,VT
  • Contact person: ANNE D HOULE
  • Phone: (802) 476-3291

Plan General Information

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BARRE BELT 401(K) RETIREMENT PLAN & TRUST is $8,569,291.00.This plan was established in 1994.

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BARRE BELT 401(K) RETIREMENT PLAN & TRUST is 166

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BARRE BELT 401(K) RETIREMENT PLAN & TRUST is $51,622.00

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BARRE BELT 401(K) RETIREMENT PLAN & TRUST is $2,362.00.

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BARRE BELT 401(K) RETIREMENT PLAN & TRUST is approximately $318.00
Investing in this additonal $318.00 for 20 years would give you extra $20,362.00, assuming a 10% annual return.

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, BARRE BELT 401(K) RETIREMENT PLAN & TRUST allocates $52,816.00 to match its employees' contributions, providing an employer match rate of 13.67% of their contributions

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BARRE BELT 401(K) RETIREMENT PLAN & TRUST is 20.23%.

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BARRE BELT 401(K) RETIREMENT PLAN & TRUST is 19.95%. This measures the effectiveness of the plan participants' investments in the year.

BARRE BELT 401(K) RETIREMENT PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of BARRE BELT 401(K) RETIREMENT PLAN & TRUST is 0.59%.

Enrollment Features

BARRE BELT 401(K) RETIREMENT PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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