JACOB & HEFNER ASSOCIATES 401(K) PLAN
Plan Contact
- Address: 1333 BUTTERFIELD ROAD SUITE 300,DOWNERS GROVE,IL
- Contact person: MARILYN ORLICH
- Phone: (630) 652-4600
Plan General Information
JACOB & HEFNER ASSOCIATES 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JACOB & HEFNER ASSOCIATES 401(K) PLAN is $12,115,097.00.This plan was established in 1997.
JACOB & HEFNER ASSOCIATES 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JACOB & HEFNER ASSOCIATES 401(K) PLAN is 162
JACOB & HEFNER ASSOCIATES 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JACOB & HEFNER ASSOCIATES 401(K) PLAN is $74,784.00
JACOB & HEFNER ASSOCIATES 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for JACOB & HEFNER ASSOCIATES 401(K) PLAN is $6,084.00.
JACOB & HEFNER ASSOCIATES 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JACOB & HEFNER ASSOCIATES 401(K) PLAN is approximately $2,225.00
Investing in this additonal $2,225.00 for 20 years would give you extra $142,405.00, assuming a 10% annual return.
Investing in this additonal $2,225.00 for 20 years would give you extra $142,405.00, assuming a 10% annual return.
JACOB & HEFNER ASSOCIATES 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, JACOB & HEFNER ASSOCIATES 401(K) PLAN allocates $360,463.00 to match its employees' contributions, providing an employer match rate of 37.86% of their contributions
JACOB & HEFNER ASSOCIATES 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JACOB & HEFNER ASSOCIATES 401(K) PLAN is 27.07%.
JACOB & HEFNER ASSOCIATES 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JACOB & HEFNER ASSOCIATES 401(K) PLAN is 16.78%. This measures the effectiveness of the plan participants' investments in the year.
JACOB & HEFNER ASSOCIATES 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of JACOB & HEFNER ASSOCIATES 401(K) PLAN is 0.21%.
Enrollment Features
JACOB & HEFNER ASSOCIATES 401(K) 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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