LUVATA APPLETON LLC INVESTMENT PLAN
Plan Contact
- Address: 553 CARTER COURT,KIMBERLY,WI
- Contact person: JAMIE OWENS
- Phone: (920) 738-5087
Plan General Information
LUVATA APPLETON LLC INVESTMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of LUVATA APPLETON LLC INVESTMENT PLAN is $34,109,846.00.This plan was established in 1984.
LUVATA APPLETON LLC INVESTMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in LUVATA APPLETON LLC INVESTMENT PLAN is 225
LUVATA APPLETON LLC INVESTMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for LUVATA APPLETON LLC INVESTMENT PLAN is $151,599.00
LUVATA APPLETON LLC INVESTMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for LUVATA APPLETON LLC INVESTMENT PLAN is $7,550.00.
LUVATA APPLETON LLC INVESTMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in LUVATA APPLETON LLC INVESTMENT PLAN is approximately $2,946.00
Investing in this additonal $2,946.00 for 20 years would give you extra $188,567.00, assuming a 10% annual return.
Investing in this additonal $2,946.00 for 20 years would give you extra $188,567.00, assuming a 10% annual return.
LUVATA APPLETON LLC INVESTMENT PLAN Total Employer Contribution and Match Rate
In 2023, LUVATA APPLETON LLC INVESTMENT PLAN allocates $662,934.00 to match its employees' contributions, providing an employer match rate of 41.61% of their contributions
LUVATA APPLETON LLC INVESTMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of LUVATA APPLETON LLC INVESTMENT PLAN is 17.45%.
LUVATA APPLETON LLC INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for LUVATA APPLETON LLC INVESTMENT PLAN is 15.63%. This measures the effectiveness of the plan participants' investments in the year.
LUVATA APPLETON LLC INVESTMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of LUVATA APPLETON LLC INVESTMENT PLAN is 0.15%.
Enrollment Features
LUVATA APPLETON LLC INVESTMENT 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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