HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN

Plan Contact

  • Address: 140 SOUTH DEARBORN STREET, 5TH FLOO,CHICAGO,IL
  • Contact person: STEPHEN CULLEN
  • Phone: (312) 357-1621

Plan General Information

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is $4,003,186.00.This plan was established in 1985.

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is 104

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is $38,492.00

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is $3,548.00.

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is approximately $483.00
Investing in this additonal $483.00 for 20 years would give you extra $30,913.00, assuming a 10% annual return.

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2011, HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN allocates $50,234.00 to match its employees' contributions, providing an employer match rate of 27.23% of their contributions

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is -4.44%.

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is -4.46%. This measures the effectiveness of the plan participants' investments in the year.

HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of HOLABIRD & ROOT LLC 401K PROFIT SHARING PLAN is 1.08%.

Enrollment Features

HOLABIRD & ROOT LLC 401K PROFIT SHARING 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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