SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN

Plan Contact

  • Address: 1029 WEST MADISON STREET,CHICAGO,IL
  • Contact person: SAMANTHA JONES
  • Phone: (312) 464-1666

Plan General Information

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is $11,071,256.00.This plan was established in 1997.

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is 185

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is $59,844.00

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is $6,726.00.

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is approximately $1,990.00
Investing in this additonal $1,990.00 for 20 years would give you extra $127,423.00, assuming a 10% annual return.

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2020, SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN allocates $368,333.00 to match its employees' contributions, providing an employer match rate of 59.19% of their contributions

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is -8.77%.

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is 5.79%. This measures the effectiveness of the plan participants' investments in the year.

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING PLAN is 0.03%.

Enrollment Features

SCHAFER CONDON CARTER, INC. 401K PROFIT SHARING 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.
    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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