EPOCH SENIOR LIVING 401(K) PLAN

Plan Contact

  • Address: 51 SAWYER ROAD,,WALTHAM,MA
  • Contact person: DEBORA PFAFF
  • Phone: (781) 891-0777

Plan General Information

EPOCH SENIOR LIVING 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EPOCH SENIOR LIVING 401(K) PLAN is $16,643,103.00.This plan was established in 1998.

EPOCH SENIOR LIVING 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EPOCH SENIOR LIVING 401(K) PLAN is 1272

EPOCH SENIOR LIVING 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EPOCH SENIOR LIVING 401(K) PLAN is $13,084.00

EPOCH SENIOR LIVING 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EPOCH SENIOR LIVING 401(K) PLAN is $1,728.00.

EPOCH SENIOR LIVING 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EPOCH SENIOR LIVING 401(K) PLAN is approximately $127.00
Investing in this additonal $127.00 for 20 years would give you extra $8,156.00, assuming a 10% annual return.

EPOCH SENIOR LIVING 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, EPOCH SENIOR LIVING 401(K) PLAN allocates $162,112.00 to match its employees' contributions, providing an employer match rate of 7.96% of their contributions

EPOCH SENIOR LIVING 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EPOCH SENIOR LIVING 401(K) PLAN is 20.70%.

EPOCH SENIOR LIVING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EPOCH SENIOR LIVING 401(K) PLAN is 15.90%. This measures the effectiveness of the plan participants' investments in the year.

EPOCH SENIOR LIVING 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EPOCH SENIOR LIVING 401(K) PLAN is 0.51%.

Enrollment Features

EPOCH SENIOR LIVING 401(K) 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.


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