CAIS RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 527 MADISON AVENUE,2ND FLOOR,NEW YORK,NY
  • Contact person: PENNY DEFRANK
  • Phone: (212) 300-9350

Plan General Information

CAIS RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAIS RETIREMENT SAVINGS PLAN is $14,621,870.00.This plan was established in 2023.

CAIS RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAIS RETIREMENT SAVINGS PLAN is 252

CAIS RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAIS RETIREMENT SAVINGS PLAN is $58,023.00

CAIS RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAIS RETIREMENT SAVINGS PLAN is $23,899.00.

CAIS RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAIS RETIREMENT SAVINGS PLAN is approximately $5,245.00
Investing in this additonal $5,245.00 for 20 years would give you extra $335,720.00, assuming a 10% annual return.

CAIS RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, CAIS RETIREMENT SAVINGS PLAN allocates $1,321,898.00 to match its employees' contributions, providing an employer match rate of 43.90% of their contributions

CAIS RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAIS RETIREMENT SAVINGS PLAN is 0.02%.

Enrollment Features

CAIS RETIREMENT SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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