ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN

Plan Contact

  • Address: 4340 E WEST HWY STE 600,BETHESDA,MD
  • Phone: (301) 907-8000

Plan General Information

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is $4,204,502.00.This plan was established in 2002.

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is 111

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is $37,878.00

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is $2,731.00.

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is approximately $678.00
Investing in this additonal $678.00 for 20 years would give you extra $43,434.00, assuming a 10% annual return.

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Total Employer Contribution and Match Rate

In 2020, ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN allocates $75,331.00 to match its employees' contributions, providing an employer match rate of 49.69% of their contributions

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is 7.99%.

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is 14.35%. This measures the effectiveness of the plan participants' investments in the year.

ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of ROSENBERG & ASSOCIATES, LLC 401(K) P/S PLAN is 0.06%.

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