ISAACSON RETIREMENT PLAN
Plan Contact
- Address: 263 SUMMER STREET,BOSTON,MA
- Contact person: JOHN FAHY
- Phone: (617) 262-6500
Plan General Information
ISAACSON RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ISAACSON RETIREMENT PLAN is $42,490,956.00.This plan was established in 1985.
ISAACSON RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ISAACSON RETIREMENT PLAN is 378
ISAACSON RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ISAACSON RETIREMENT PLAN is $112,409.00
ISAACSON RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ISAACSON RETIREMENT PLAN is $7,386.00.
ISAACSON RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ISAACSON RETIREMENT PLAN is approximately $5,838.00
Investing in this additonal $5,838.00 for 20 years would give you extra $373,688.00, assuming a 10% annual return.
Investing in this additonal $5,838.00 for 20 years would give you extra $373,688.00, assuming a 10% annual return.
ISAACSON RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, ISAACSON RETIREMENT PLAN allocates $2,207,096.00 to match its employees' contributions, providing an employer match rate of 90.68% of their contributions
ISAACSON RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ISAACSON RETIREMENT PLAN is 18.13%.
ISAACSON RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ISAACSON RETIREMENT PLAN is 15.04%. This measures the effectiveness of the plan participants' investments in the year.
ISAACSON RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ISAACSON RETIREMENT PLAN is 0.25%.
Enrollment Features
ISAACSON RETIREMENT 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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