SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN

Plan Contact

  • Address: 7 BRYANT PARK,NEW YORK,NY
  • Contact person: WILLIAM SAUER
  • Phone: (646) 951-8170

Plan General Information

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is $194,675,453.00.This plan was established in 1989.

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is 521

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is $373,657.00

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is $10,073.00.

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is approximately $18,090.00
Investing in this additonal $18,090.00 for 20 years would give you extra $1,157,802.00, assuming a 10% annual return.

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN allocates $9,425,233.00 to match its employees' contributions, providing an employer match rate of 188.64% of their contributions

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is 18.16%.

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is 15.99%. This measures the effectiveness of the plan participants' investments in the year.

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN is 0.13%.

Enrollment Features

SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT 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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