SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN
Plan Contact
- Address: 1863 N 105TH E AVE,TULSA,OK
- Contact person: JOSHUA CRAIG
- Phone: (918) 587-2007
Plan General Information
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is $7,357,840.00.This plan was established in 2022.
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is 722
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Average Participant Retirement Account Value
In 2021, the average participant retirement account value for SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is $10,190.00
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is $409.00.
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is approximately $74.00
Investing in this additonal $74.00 for 20 years would give you extra $4,797.00, assuming a 10% annual return.
Investing in this additonal $74.00 for 20 years would give you extra $4,797.00, assuming a 10% annual return.
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Total Employer Contribution and Match Rate
In 2021, SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN allocates $54,119.00 to match its employees' contributions, providing an employer match rate of 18.30% of their contributions
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is 21.15%.
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is 17.24%. This measures the effectiveness of the plan participants' investments in the year.
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN Expense Ratio
In 2021, the investment and administrative expense ratio of SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN is 0.83%.
Enrollment Features
SHEET METAL WORKERS 270 DEFINED CONTRIBUTION PENSION PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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