BURKERT USA CORP PLAN AND RETIREMENT TRUST
Plan Contact
- Address: 11425 MT HOLLY-HUNTERSVILLE RD,HUNTERSVILLE,NC
- Contact person: ADRIENNE DIEGERT
- Phone: (704) 504-4440
Plan General Information
BURKERT USA CORP PLAN AND RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BURKERT USA CORP PLAN AND RETIREMENT TRUST is $21,288,061.00.This plan was established in 1995.
BURKERT USA CORP PLAN AND RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BURKERT USA CORP PLAN AND RETIREMENT TRUST is 217
BURKERT USA CORP PLAN AND RETIREMENT TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BURKERT USA CORP PLAN AND RETIREMENT TRUST is $98,101.00
BURKERT USA CORP PLAN AND RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BURKERT USA CORP PLAN AND RETIREMENT TRUST is $7,887.00.
BURKERT USA CORP PLAN AND RETIREMENT TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BURKERT USA CORP PLAN AND RETIREMENT TRUST is approximately $4,583.00
Investing in this additonal $4,583.00 for 20 years would give you extra $293,337.00, assuming a 10% annual return.
Investing in this additonal $4,583.00 for 20 years would give you extra $293,337.00, assuming a 10% annual return.
BURKERT USA CORP PLAN AND RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2023, BURKERT USA CORP PLAN AND RETIREMENT TRUST allocates $994,599.00 to match its employees' contributions, providing an employer match rate of 62.58% of their contributions
BURKERT USA CORP PLAN AND RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BURKERT USA CORP PLAN AND RETIREMENT TRUST is 26.27%.
BURKERT USA CORP PLAN AND RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BURKERT USA CORP PLAN AND RETIREMENT TRUST is 14.83%. This measures the effectiveness of the plan participants' investments in the year.
BURKERT USA CORP PLAN AND RETIREMENT TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of BURKERT USA CORP PLAN AND RETIREMENT TRUST is 0.42%.
Enrollment Features
BURKERT USA CORP PLAN AND 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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