THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN
Plan Contact
- Address: 8112 WOODLAND CENTER BLVD,TAMPA,FL
- Contact person: NICOLE BARTON
- Phone: (813) 313-1833
Plan General Information
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is $207,683,482.00.This plan was established in 1995.
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is 5964
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is $34,822.00
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is $2,900.00.
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is approximately $961.00
Investing in this additonal $961.00 for 20 years would give you extra $61,538.00, assuming a 10% annual return.
Investing in this additonal $961.00 for 20 years would give you extra $61,538.00, assuming a 10% annual return.
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN allocates $5,734,574.00 to match its employees' contributions, providing an employer match rate of 38.42% of their contributions
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is 17.01%.
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is 14.85%. This measures the effectiveness of the plan participants' investments in the year.
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE REFRESCO USA 401(K)SAVINGS & RETIREMENT PLAN is 0.41%.
Enrollment Features
THE REFRESCO USA 401(K)SAVINGS & RETIREMENT 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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