CHARTER NEXT GENERATION, INC. 401(K) PLAN

Plan Contact

  • Address: 300 N LASALLE STREET,,CHICAGO,IL
  • Contact person: GREG JORGENSEN
  • Phone: (715) 369-9500

Plan General Information

CHARTER NEXT GENERATION, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHARTER NEXT GENERATION, INC. 401(K) PLAN is $115,114,819.00.This plan was established in 2010.

CHARTER NEXT GENERATION, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHARTER NEXT GENERATION, INC. 401(K) PLAN is 2419

CHARTER NEXT GENERATION, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHARTER NEXT GENERATION, INC. 401(K) PLAN is $47,587.00

CHARTER NEXT GENERATION, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHARTER NEXT GENERATION, INC. 401(K) PLAN is $4,999.00.

CHARTER NEXT GENERATION, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHARTER NEXT GENERATION, INC. 401(K) PLAN is approximately $2,107.00
Investing in this additonal $2,107.00 for 20 years would give you extra $134,888.00, assuming a 10% annual return.

CHARTER NEXT GENERATION, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CHARTER NEXT GENERATION, INC. 401(K) PLAN allocates $5,098,349.00 to match its employees' contributions, providing an employer match rate of 57.65% of their contributions

CHARTER NEXT GENERATION, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHARTER NEXT GENERATION, INC. 401(K) PLAN is 29.32%.

CHARTER NEXT GENERATION, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHARTER NEXT GENERATION, INC. 401(K) PLAN is 18.13%. This measures the effectiveness of the plan participants' investments in the year.

CHARTER NEXT GENERATION, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHARTER NEXT GENERATION, INC. 401(K) PLAN is 0.22%.

Enrollment Features

CHARTER NEXT GENERATION, INC. 401(K) 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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