STOCKMAN KAST RYAN & CO. 401(K) PLAN

Plan Contact

  • Address: 102 NORTH CASCADE AVENUE,,COLORADO SPRINGS,CO
  • Contact person: ELLEN FISHER
  • Phone: (719) 630-1186

Plan General Information

STOCKMAN KAST RYAN & CO. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STOCKMAN KAST RYAN & CO. 401(K) PLAN is $12,897,334.00.This plan was established in 1995.

STOCKMAN KAST RYAN & CO. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STOCKMAN KAST RYAN & CO. 401(K) PLAN is 130

STOCKMAN KAST RYAN & CO. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STOCKMAN KAST RYAN & CO. 401(K) PLAN is $99,210.00

STOCKMAN KAST RYAN & CO. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STOCKMAN KAST RYAN & CO. 401(K) PLAN is $8,206.00.

STOCKMAN KAST RYAN & CO. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STOCKMAN KAST RYAN & CO. 401(K) PLAN is approximately $2,462.00
Investing in this additonal $2,462.00 for 20 years would give you extra $157,568.00, assuming a 10% annual return.

STOCKMAN KAST RYAN & CO. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, STOCKMAN KAST RYAN & CO. 401(K) PLAN allocates $320,061.00 to match its employees' contributions, providing an employer match rate of 60.00% of their contributions

STOCKMAN KAST RYAN & CO. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STOCKMAN KAST RYAN & CO. 401(K) PLAN is 9.62%.

STOCKMAN KAST RYAN & CO. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STOCKMAN KAST RYAN & CO. 401(K) PLAN is 2.24%. This measures the effectiveness of the plan participants' investments in the year.

STOCKMAN KAST RYAN & CO. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STOCKMAN KAST RYAN & CO. 401(K) PLAN is 0.03%.

Enrollment Features

STOCKMAN KAST RYAN & CO. 401(K) 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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