CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN

Plan Contact

  • Address: 160 WARREN AVE.,WESTBROOK,ME
  • Contact person: CAITLIN MILLER
  • Phone: (207) 854-6330

Plan General Information

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is $14,947,914.00.This plan was established in 1968.

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is 200

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is $74,739.00

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is $11,171.00.

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is approximately $2,881.00
Investing in this additonal $2,881.00 for 20 years would give you extra $184,408.00, assuming a 10% annual return.

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Total Employer Contribution and Match Rate

In 2023, CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN allocates $576,275.00 to match its employees' contributions, providing an employer match rate of 51.58% of their contributions

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is 22.19%.

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is 17.60%. This measures the effectiveness of the plan participants' investments in the year.

CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHADWICK-BAROSS, INC. SAVINGS AND PS PLAN is 0.24%.

Enrollment Features

CHADWICK-BAROSS, INC. SAVINGS AND PS 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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