PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST
Plan Contact
- Address: PO BOX 1000,LAKELAND,FL
- Contact person: KAREN J. BOCCALERI
- Phone: (863) 284-2512
Plan General Information
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Total Retirement Plan Assets
At the end of 2019, the total retirement plan assets of PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is $13,029,084.00.This plan was established in 2008.
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2019, the total number of retirement plan participants in PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is 300
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Average Participant Retirement Account Value
In 2019, the average participant retirement account value for PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is $43,430.00
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2019, the estimated average employee contribution amount per participant for PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is $4,096.00.
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Estimated Average Employer Match
In 2019, the estimated average employer match for an employee in PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is approximately $230.00
Investing in this additonal $230.00 for 20 years would give you extra $14,751.00, assuming a 10% annual return.
Investing in this additonal $230.00 for 20 years would give you extra $14,751.00, assuming a 10% annual return.
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Total Employer Contribution and Match Rate
In 2019, PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST allocates $69,146.00 to match its employees' contributions, providing an employer match rate of 11.25% of their contributions
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2019, the total retirement plan asset growth rate of PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is 7.69%.
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2019, the estimated aggregate retirement account investment gain/loss for PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is 18.86%. This measures the effectiveness of the plan participants' investments in the year.
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST Expense Ratio
In 2019, the investment and administrative expense ratio of PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND TRUST is 0.35%.
Enrollment Features
PUBLIX EMPLOYEES FEDERAL CU 401(K) PS PLAN AND 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.
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