BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN

Plan Contact

  • Address: 2300 BUENA VISTA DR SE STE 127,ALBUQUERQUE,NM
  • Contact person: ANTHONY KOCUREK
  • Phone: (505) 265-8422

Plan General Information

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is $18,725,624.00.This plan was established in 1994.

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is 654

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is $28,632.00

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is $1,904.00.

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is approximately $471.00
Investing in this additonal $471.00 for 20 years would give you extra $30,206.00, assuming a 10% annual return.

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Total Employer Contribution and Match Rate

In 2021, BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN allocates $308,673.00 to match its employees' contributions, providing an employer match rate of 49.58% of their contributions

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is 45.27%.

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is 46.65%. This measures the effectiveness of the plan participants' investments in the year.

BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of BOARD OF TRUSTEE SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN is 0.96%.

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