PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN
Plan Contact
- Address: ONE CITY CENTER,,PORTLAND,ME
- Contact person: SHANE CHRISTIANSEN
- Phone: (207) 791-3000
Plan General Information
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is $116,384,852.00.This plan was established in 1994.
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is 299
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is $389,246.00
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is $8,289.00.
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is approximately $6,827.00
Investing in this additonal $6,827.00 for 20 years would give you extra $436,987.00, assuming a 10% annual return.
Investing in this additonal $6,827.00 for 20 years would give you extra $436,987.00, assuming a 10% annual return.
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN allocates $2,041,551.00 to match its employees' contributions, providing an employer match rate of 90.05% of their contributions
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is 18.80%.
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is 17.90%. This measures the effectiveness of the plan participants' investments in the year.
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN is 0.28%.
Enrollment Features
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING 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.
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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