STEWART & ASSOCIATES INC. 401(K) PLAN

Plan Contact

  • Address: 50 W DOUGLAS STREET,,FREEPORT,IL
  • Contact person: BECKY PUDWILL
  • Phone: (815) 235-3807

Plan General Information

STEWART & ASSOCIATES INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of STEWART & ASSOCIATES INC. 401(K) PLAN is $1,548,079.00.This plan was established in 1999.

STEWART & ASSOCIATES INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in STEWART & ASSOCIATES INC. 401(K) PLAN is 215

STEWART & ASSOCIATES INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for STEWART & ASSOCIATES INC. 401(K) PLAN is $7,200.00

STEWART & ASSOCIATES INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for STEWART & ASSOCIATES INC. 401(K) PLAN is $782.00.

STEWART & ASSOCIATES INC. 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in STEWART & ASSOCIATES INC. 401(K) PLAN is approximately $134.00
Investing in this additonal $134.00 for 20 years would give you extra $8,634.00, assuming a 10% annual return.

STEWART & ASSOCIATES INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, STEWART & ASSOCIATES INC. 401(K) PLAN allocates $29,007.00 to match its employees' contributions, providing an employer match rate of 17.12% of their contributions

STEWART & ASSOCIATES INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of STEWART & ASSOCIATES INC. 401(K) PLAN is -21.42%.

STEWART & ASSOCIATES INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for STEWART & ASSOCIATES INC. 401(K) PLAN is -15.24%. This measures the effectiveness of the plan participants' investments in the year.

STEWART & ASSOCIATES INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of STEWART & ASSOCIATES INC. 401(K) PLAN is 0.08%.

Enrollment Features

STEWART & ASSOCIATES INC. 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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