MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 1 SUMMER ST. 5TH FLOOR,BOSTON,MA
- Contact person: JUSTIN RAMIREZ
- Phone: (617) 451-6464
Plan General Information
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is $15,591,044.00.This plan was established in 2008.
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is 168
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is $92,803.00
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is $9,431.00.
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is approximately $4,426.00
Investing in this additonal $4,426.00 for 20 years would give you extra $283,269.00, assuming a 10% annual return.
Investing in this additonal $4,426.00 for 20 years would give you extra $283,269.00, assuming a 10% annual return.
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST allocates $743,582.00 to match its employees' contributions, providing an employer match rate of 46.10% of their contributions
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is 24.93%.
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is 15.19%. This measures the effectiveness of the plan participants' investments in the year.
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST is 0.05%.
Enrollment Features
MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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