BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN
Plan Contact
- Address: PO BOX 191213,SAN JUAN,PR
- Contact person: JOSE SANTIAGO
- Phone: (787) 761-3030
Plan General Information
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is $8,838,736.00.This plan was established in 2000.
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is 428
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is $20,651.00
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is $1,052.00.
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is approximately $494.00
Investing in this additonal $494.00 for 20 years would give you extra $31,637.00, assuming a 10% annual return.
Investing in this additonal $494.00 for 20 years would give you extra $31,637.00, assuming a 10% annual return.
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Total Employer Contribution and Match Rate
In 2023, BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN allocates $211,574.00 to match its employees' contributions, providing an employer match rate of 45.96% of their contributions
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is 23.61%.
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is 18.21%. This measures the effectiveness of the plan participants' investments in the year.
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION PLAN is 0.05%.
Enrollment Features
BERMUDEZ, LONGO, DIAZ-MASSO, LLC 401K PENSION 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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