SHAREL VENTURES, L.L.C. 401(K) PLAN

Plan Contact

  • Address: 3300 MONROE AVE, BOX 14, STE 327,ROCHESTER,NY
  • Contact person: DIANE TIMMS
  • Phone: (585) 248-3330

Plan General Information

SHAREL VENTURES, L.L.C. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SHAREL VENTURES, L.L.C. 401(K) PLAN is $1,916,263.00.This plan was established in 2004.

SHAREL VENTURES, L.L.C. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SHAREL VENTURES, L.L.C. 401(K) PLAN is 177

SHAREL VENTURES, L.L.C. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SHAREL VENTURES, L.L.C. 401(K) PLAN is $10,826.00

SHAREL VENTURES, L.L.C. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SHAREL VENTURES, L.L.C. 401(K) PLAN is $973.00.

SHAREL VENTURES, L.L.C. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SHAREL VENTURES, L.L.C. 401(K) PLAN is approximately $261.00
Investing in this additonal $261.00 for 20 years would give you extra $16,748.00, assuming a 10% annual return.

SHAREL VENTURES, L.L.C. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, SHAREL VENTURES, L.L.C. 401(K) PLAN allocates $46,319.00 to match its employees' contributions, providing an employer match rate of 24.65% of their contributions

SHAREL VENTURES, L.L.C. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SHAREL VENTURES, L.L.C. 401(K) PLAN is 8.83%.

SHAREL VENTURES, L.L.C. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SHAREL VENTURES, L.L.C. 401(K) PLAN is 13.71%. This measures the effectiveness of the plan participants' investments in the year.

SHAREL VENTURES, L.L.C. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SHAREL VENTURES, L.L.C. 401(K) PLAN is 0.64%.

Enrollment Features

SHAREL VENTURES, L.L.C. 401(K) 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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