SECURITY PLAN I OF STITES & HARBISON

Plan Contact

  • Address: 400 WEST MARKET STREET, SUITE 1800,LOUISVILLE,KY
  • Contact person: JOHN BARTLETT
  • Phone: (502) 587-3400

Plan General Information

SECURITY PLAN I OF STITES & HARBISON Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of SECURITY PLAN I OF STITES & HARBISON is $137,756,649.00.This plan was established in 1984.

SECURITY PLAN I OF STITES & HARBISON Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in SECURITY PLAN I OF STITES & HARBISON is 487

SECURITY PLAN I OF STITES & HARBISON Average Participant Retirement Account Value

In 2015, the average participant retirement account value for SECURITY PLAN I OF STITES & HARBISON is $282,867.00

SECURITY PLAN I OF STITES & HARBISON Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for SECURITY PLAN I OF STITES & HARBISON is $11,282.00.

SECURITY PLAN I OF STITES & HARBISON Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in SECURITY PLAN I OF STITES & HARBISON is approximately $6,334.00
Investing in this additonal $6,334.00 for 20 years would give you extra $405,395.00, assuming a 10% annual return.

SECURITY PLAN I OF STITES & HARBISON Total Employer Contribution and Match Rate

In 2015, SECURITY PLAN I OF STITES & HARBISON allocates $3,084,809.00 to match its employees' contributions, providing an employer match rate of 112.29% of their contributions

SECURITY PLAN I OF STITES & HARBISON Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of SECURITY PLAN I OF STITES & HARBISON is 26.99%.

SECURITY PLAN I OF STITES & HARBISON Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for SECURITY PLAN I OF STITES & HARBISON is 37.03%. This measures the effectiveness of the plan participants' investments in the year.

SECURITY PLAN I OF STITES & HARBISON Expense Ratio

In 2015, the investment and administrative expense ratio of SECURITY PLAN I OF STITES & HARBISON is 0.05%.

Enrollment Features

SECURITY PLAN I OF STITES & HARBISON has the following features:
    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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