TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN

Plan Contact

  • Address: 26 EAGLE DRIVE, SUITE A,,HOGANSBURG,NY
  • Contact person: MARK BECKER
  • Phone: (518) 358-4229

Plan General Information

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $3,859,657.00.This plan was established in 2017.

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 232

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $16,636.00

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $1,858.00.

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is approximately $865.00
Investing in this additonal $865.00 for 20 years would give you extra $55,409.00, assuming a 10% annual return.

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN allocates $200,858.00 to match its employees' contributions, providing an employer match rate of 54.57% of their contributions

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 28.31%.

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 13.36%. This measures the effectiveness of the plan participants' investments in the year.

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 0.68%.

Enrollment Features

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS 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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