M.L. STERN & CO., LLC 401K PLAN

Plan Contact

  • Contact person: MILFORD L. STERN
  • Phone: (323) 658-4444

Plan General Information

M.L. STERN & CO., LLC 401K PLAN Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of M.L. STERN & CO., LLC 401K PLAN is $16,148,410.00.This plan was established in 1981.

M.L. STERN & CO., LLC 401K PLAN Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in M.L. STERN & CO., LLC 401K PLAN is 233

M.L. STERN & CO., LLC 401K PLAN Average Participant Retirement Account Value

In 2008, the average participant retirement account value for M.L. STERN & CO., LLC 401K PLAN is $69,306.00

M.L. STERN & CO., LLC 401K PLAN Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for M.L. STERN & CO., LLC 401K PLAN is $12,744.00.

M.L. STERN & CO., LLC 401K PLAN Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in M.L. STERN & CO., LLC 401K PLAN is approximately $948.00
Investing in this additonal $948.00 for 20 years would give you extra $60,694.00, assuming a 10% annual return.

M.L. STERN & CO., LLC 401K PLAN Total Employer Contribution and Match Rate

In 2008, M.L. STERN & CO., LLC 401K PLAN allocates $220,966.00 to match its employees' contributions, providing an employer match rate of 14.88% of their contributions

M.L. STERN & CO., LLC 401K PLAN Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of M.L. STERN & CO., LLC 401K PLAN is -28.79%.

M.L. STERN & CO., LLC 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for M.L. STERN & CO., LLC 401K PLAN is -30.78%. This measures the effectiveness of the plan participants' investments in the year.

M.L. STERN & CO., LLC 401K PLAN Expense Ratio

In 2008, the investment and administrative expense ratio of M.L. STERN & CO., LLC 401K PLAN is 0.01%.

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