LOCKE LORD LLP RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 2200 ROSS AVENUE, SUITE 2800,DALLAS,TX
  • Contact person: E. PHILIP BUSH
  • Phone: (214) 740-8000

Plan General Information

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LOCKE LORD LLP RETIREMENT SAVINGS PLAN is $868,426,539.00.This plan was established in 1964.

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LOCKE LORD LLP RETIREMENT SAVINGS PLAN is 1909

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LOCKE LORD LLP RETIREMENT SAVINGS PLAN is $454,911.00

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LOCKE LORD LLP RETIREMENT SAVINGS PLAN is $7,105.00.

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LOCKE LORD LLP RETIREMENT SAVINGS PLAN is approximately $6,282.00
Investing in this additonal $6,282.00 for 20 years would give you extra $402,050.00, assuming a 10% annual return.

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, LOCKE LORD LLP RETIREMENT SAVINGS PLAN allocates $11,992,401.00 to match its employees' contributions, providing an employer match rate of 86.67% of their contributions

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LOCKE LORD LLP RETIREMENT SAVINGS PLAN is 14.60%.

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LOCKE LORD LLP RETIREMENT SAVINGS PLAN is 17.46%. This measures the effectiveness of the plan participants' investments in the year.

LOCKE LORD LLP RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LOCKE LORD LLP RETIREMENT SAVINGS PLAN is 0.03%.

Enrollment Features

LOCKE LORD LLP RETIREMENT SAVINGS 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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