JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN

Plan Contact

  • Address: 33 SOUTH STATE STREET, SUITE 400,CHICAGO,IL
  • Contact person: CAROLINE WALTERS
  • Phone: (312) 675-5437

Plan General Information

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is $9,282,226.00.This plan was established in 1976.

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is 103

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is $90,118.00

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is $4,693.00.

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is -6.45%.

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is 12.87%. This measures the effectiveness of the plan participants' investments in the year.

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT PLAN is 0.51%.

Enrollment Features

JOSEPH FREED AND ASSOCIATES LLC SAVINGS AND RETIREMENT 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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