LEGACY PARTNERS RETIREMENT PLAN
Plan Contact
- Address: 950 TOWER LANE,,FOSTER CITY,CA
- Contact person: MARIA SUISSA
- Phone: (650) 235-2642
Plan General Information
LEGACY PARTNERS RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LEGACY PARTNERS RETIREMENT PLAN is $26,594,237.00.This plan was established in 2014.
LEGACY PARTNERS RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LEGACY PARTNERS RETIREMENT PLAN is 451
LEGACY PARTNERS RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LEGACY PARTNERS RETIREMENT PLAN is $58,967.00
LEGACY PARTNERS RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for LEGACY PARTNERS RETIREMENT PLAN is $3,406.00.
LEGACY PARTNERS RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LEGACY PARTNERS RETIREMENT PLAN is approximately $602.00
Investing in this additonal $602.00 for 20 years would give you extra $38,590.00, assuming a 10% annual return.
Investing in this additonal $602.00 for 20 years would give you extra $38,590.00, assuming a 10% annual return.
LEGACY PARTNERS RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, LEGACY PARTNERS RETIREMENT PLAN allocates $271,942.00 to match its employees' contributions, providing an employer match rate of 17.13% of their contributions
LEGACY PARTNERS RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LEGACY PARTNERS RETIREMENT PLAN is 11.99%.
LEGACY PARTNERS RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LEGACY PARTNERS RETIREMENT PLAN is 17.28%. This measures the effectiveness of the plan participants' investments in the year.
LEGACY PARTNERS RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of LEGACY PARTNERS RETIREMENT PLAN is 0.31%.
Enrollment Features
LEGACY PARTNERS 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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