GRANDE ASSOCIATES ASSET ACCUMULATION PLAN
Plan Contact
- Address: 250 CAMELOT DRIVE,FOND DU LAC,WI
- Contact person: GINA KRAUS
- Phone: (920) 952-7200
Plan General Information
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is $195,167,619.00.This plan was established in 1971.
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is 1466
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is $133,129.00
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is $6,853.00.
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is approximately $2,968.00
Investing in this additonal $2,968.00 for 20 years would give you extra $190,011.00, assuming a 10% annual return.
Investing in this additonal $2,968.00 for 20 years would give you extra $190,011.00, assuming a 10% annual return.
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Total Employer Contribution and Match Rate
In 2023, GRANDE ASSOCIATES ASSET ACCUMULATION PLAN allocates $4,352,460.00 to match its employees' contributions, providing an employer match rate of 46.14% of their contributions
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is 15.23%.
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is 15.82%. This measures the effectiveness of the plan participants' investments in the year.
GRANDE ASSOCIATES ASSET ACCUMULATION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of GRANDE ASSOCIATES ASSET ACCUMULATION PLAN is 0.10%.
Enrollment Features
GRANDE ASSOCIATES ASSET ACCUMULATION 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.
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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