LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 120 BROADWAY,NEW YORK,NY
  • Contact person: RICHARD GRANOFSKY
  • Phone: (212) 964-6611

Plan General Information

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is $10,236,617.00.This plan was established in 1996.

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is 101

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is $101,352.00

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is $12,179.00.

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is approximately $3,502.00
Investing in this additonal $3,502.00 for 20 years would give you extra $224,163.00, assuming a 10% annual return.

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2011, LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN allocates $353,758.00 to match its employees' contributions, providing an employer match rate of 57.52% of their contributions

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is 1.76%.

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is -4.22%. This measures the effectiveness of the plan participants' investments in the year.

LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of LESTER SCHWAB KATZ & DWYER 401(K) RETIREMENT PLAN is 0.06%.

Enrollment Features

LESTER SCHWAB KATZ & DWYER 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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