PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN

Plan Contact

  • Address: 1801 K STREET NW SUITE 900,WASHINGTON,DC
  • Contact person: DECLAN DWYER
  • Phone: (202) 842-0500

Plan General Information

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is $14,816,890.00.This plan was established in 2005.

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is 372

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is $39,830.00

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is $5,043.00.

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is approximately $1,149.00
Investing in this additonal $1,149.00 for 20 years would give you extra $73,541.00, assuming a 10% annual return.

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2020, PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN allocates $427,458.00 to match its employees' contributions, providing an employer match rate of 45.57% of their contributions

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is 31.85%.

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is 33.60%. This measures the effectiveness of the plan participants' investments in the year.

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN is 0.49%.

Enrollment Features

PENN, SCHOEN & BERLAND ASSOCIATES, LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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