LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 14841 DON JULIAN RD,CITY OF INDUSTRY,CA
  • Contact person: SIMON WU
  • Phone: (626) 709-1905

Plan General Information

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is $46,037,480.00.This plan was established in 1998.

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is 545

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is $84,472.00

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is $6,157.00.

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is approximately $2,169.00
Investing in this additonal $2,169.00 for 20 years would give you extra $138,851.00, assuming a 10% annual return.

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN allocates $1,182,410.00 to match its employees' contributions, providing an employer match rate of 39.63% of their contributions

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is 22.10%.

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is 18.54%. This measures the effectiveness of the plan participants' investments in the year.

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN is 0.30%.

Enrollment Features

LEE KUM KEE EMPLOYEES' 401(K) 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.

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