OH PARTNERS RETIREMENT PLAN

Plan Contact

  • Address: 3550 NORTH CENTRAL AVENUE,,PHOENIX,AZ
  • Contact person: GREGORY DERR
  • Phone: (602) 362-5655

Plan General Information

OH PARTNERS RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OH PARTNERS RETIREMENT PLAN is $6,822,563.00.This plan was established in 2017.

OH PARTNERS RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OH PARTNERS RETIREMENT PLAN is 236

OH PARTNERS RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OH PARTNERS RETIREMENT PLAN is $28,909.00

OH PARTNERS RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OH PARTNERS RETIREMENT PLAN is $3,724.00.

OH PARTNERS RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OH PARTNERS RETIREMENT PLAN is approximately $1,682.00
Investing in this additonal $1,682.00 for 20 years would give you extra $107,661.00, assuming a 10% annual return.

OH PARTNERS RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, OH PARTNERS RETIREMENT PLAN allocates $397,003.00 to match its employees' contributions, providing an employer match rate of 52.64% of their contributions

OH PARTNERS RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OH PARTNERS RETIREMENT PLAN is 32.47%.

OH PARTNERS RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OH PARTNERS RETIREMENT PLAN is 18.32%. This measures the effectiveness of the plan participants' investments in the year.

OH PARTNERS RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OH PARTNERS RETIREMENT PLAN is 0.03%.

Enrollment Features

OH PARTNERS 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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