TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN
Plan Contact
- Address: 32 OLD SLIP,,NEW YORK,NY
- Contact person: CAMILLE SLEPIAN
- Phone: (212) 943-6916
Plan General Information
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is $99,050,554.00.This plan was established in 1990.
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is 281
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Average Participant Retirement Account Value
In 2014, the average participant retirement account value for TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is $352,493.00
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is $14,833.00.
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is approximately $2,039.00
Investing in this additonal $2,039.00 for 20 years would give you extra $130,527.00, assuming a 10% annual return.
Investing in this additonal $2,039.00 for 20 years would give you extra $130,527.00, assuming a 10% annual return.
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Total Employer Contribution and Match Rate
In 2014, TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN allocates $573,097.00 to match its employees' contributions, providing an employer match rate of 27.50% of their contributions
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is 187.21%.
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is 187.71%. This measures the effectiveness of the plan participants' investments in the year.
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN Expense Ratio
In 2014, the investment and administrative expense ratio of TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED SAVINGS PLAN is 0.05%.
Enrollment Features
TRADITION FINANCIAL SERVICES, INC. TAX DEFERRED 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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