LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN

Plan Contact

  • Address: 230 PARK AVE RM 659,NEW YORK,NY
  • Contact person: NICHOLAS SCHIAVO
  • Phone: (212) 679-3600

Plan General Information

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is $35,125,459.00.This plan was established in 2022.

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is 137

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is $256,390.00

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is $8,305.00.

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is approximately $14,305.00
Investing in this additonal $14,305.00 for 20 years would give you extra $915,538.00, assuming a 10% annual return.

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN allocates $1,959,824.00 to match its employees' contributions, providing an employer match rate of 172.24% of their contributions

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is 28.14%.

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is 16.93%. This measures the effectiveness of the plan participants' investments in the year.

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 401(K) PLAN is 0.39%.

Enrollment Features

LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST 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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