SMART LOCAL 137 ANNUITY FUND
Plan Contact
- Address: 50-02 5TH STREET, SUITE A,LONG ISLAND CITY,NY
- Phone: (718) 937-4514
Plan General Information
SMART LOCAL 137 ANNUITY FUND Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SMART LOCAL 137 ANNUITY FUND is $74,578,861.00.This plan was established in 1973.
SMART LOCAL 137 ANNUITY FUND Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SMART LOCAL 137 ANNUITY FUND is 404
SMART LOCAL 137 ANNUITY FUND Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SMART LOCAL 137 ANNUITY FUND is $184,601.00
SMART LOCAL 137 ANNUITY FUND Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SMART LOCAL 137 ANNUITY FUND is $1,522.00.
SMART LOCAL 137 ANNUITY FUND Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SMART LOCAL 137 ANNUITY FUND is approximately $6,754.00
Investing in this additonal $6,754.00 for 20 years would give you extra $432,275.00, assuming a 10% annual return.
Investing in this additonal $6,754.00 for 20 years would give you extra $432,275.00, assuming a 10% annual return.
SMART LOCAL 137 ANNUITY FUND Total Employer Contribution and Match Rate
In 2023, SMART LOCAL 137 ANNUITY FUND allocates $2,728,742.00 to match its employees' contributions, providing an employer match rate of 887.26% of their contributions
SMART LOCAL 137 ANNUITY FUND Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SMART LOCAL 137 ANNUITY FUND is 10.93%.
SMART LOCAL 137 ANNUITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SMART LOCAL 137 ANNUITY FUND is 12.83%. This measures the effectiveness of the plan participants' investments in the year.
SMART LOCAL 137 ANNUITY FUND Expense Ratio
In 2023, the investment and administrative expense ratio of SMART LOCAL 137 ANNUITY FUND is 0.37%.
Enrollment Features
SMART LOCAL 137 ANNUITY FUND 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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