EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES
Plan Contact
- Address: 10100 ELIDA ROAD,DELPHOS,OH
- Contact person: NATHAN LEONHARD
- Phone: (847) 754-1733
Plan General Information
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is $18,495,050.00.This plan was established in 1991.
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is 599
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is $30,876.00
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is $3,691.00.
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is approximately $1,022.00
Investing in this additonal $1,022.00 for 20 years would give you extra $65,453.00, assuming a 10% annual return.
Investing in this additonal $1,022.00 for 20 years would give you extra $65,453.00, assuming a 10% annual return.
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Total Employer Contribution and Match Rate
In 2023, EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES allocates $612,601.00 to match its employees' contributions, providing an employer match rate of 55.41% of their contributions
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is 18.17%.
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is 17.38%. This measures the effectiveness of the plan participants' investments in the year.
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES Expense Ratio
In 2023, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES is 0.45%.
Enrollment Features
EMPLOYEE BENEFIT PLAN FOR SPECIALIZED ALTERNATIVES has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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