KALEO, INC. 401(K) PLAN

Plan Contact

  • Address: 111 VIRGINIA STREET, SUITE 300,RICHMOND,VA
  • Contact person: GIORGIO J PARISE
  • Phone: (804) 545-6360

Plan General Information

KALEO, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KALEO, INC. 401(K) PLAN is $20,294,564.00.This plan was established in 2011.

KALEO, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KALEO, INC. 401(K) PLAN is 293

KALEO, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KALEO, INC. 401(K) PLAN is $69,264.00

KALEO, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KALEO, INC. 401(K) PLAN is $6,919.00.

KALEO, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KALEO, INC. 401(K) PLAN is approximately $2,336.00
Investing in this additonal $2,336.00 for 20 years would give you extra $149,558.00, assuming a 10% annual return.

KALEO, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, KALEO, INC. 401(K) PLAN allocates $684,698.00 to match its employees' contributions, providing an employer match rate of 34.01% of their contributions

KALEO, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KALEO, INC. 401(K) PLAN is 11.65%.

KALEO, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KALEO, INC. 401(K) PLAN is 18.71%. This measures the effectiveness of the plan participants' investments in the year.

KALEO, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of KALEO, INC. 401(K) PLAN is 0.31%.

Enrollment Features

KALEO, INC. 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.

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