KENDALL HUNT RETIREMENT PLAN

Plan Contact

  • Address: P.O. BOX 1840,DUBUQUE,IA
  • Contact person: HEATHER STEWART
  • Phone: (563) 589-1100

Plan General Information

KENDALL HUNT RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of KENDALL HUNT RETIREMENT PLAN is $66,120,043.00.This plan was established in 1992.

KENDALL HUNT RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in KENDALL HUNT RETIREMENT PLAN is 505

KENDALL HUNT RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for KENDALL HUNT RETIREMENT PLAN is $130,930.00

KENDALL HUNT RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for KENDALL HUNT RETIREMENT PLAN is $8,246.00.

KENDALL HUNT RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in KENDALL HUNT RETIREMENT PLAN is approximately $4,442.00
Investing in this additonal $4,442.00 for 20 years would give you extra $284,300.00, assuming a 10% annual return.

KENDALL HUNT RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, KENDALL HUNT RETIREMENT PLAN allocates $2,243,310.00 to match its employees' contributions, providing an employer match rate of 107.73% of their contributions

KENDALL HUNT RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of KENDALL HUNT RETIREMENT PLAN is 8.55%.

KENDALL HUNT RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for KENDALL HUNT RETIREMENT PLAN is 8.90%. This measures the effectiveness of the plan participants' investments in the year.

KENDALL HUNT RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of KENDALL HUNT RETIREMENT PLAN is 0.18%.

Enrollment Features

KENDALL HUNT 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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