ULBRICH PLUS SAVINGS AND RETIREMENT PLAN

Plan Contact

  • Address: 1 DUDLEY AVE,WALLINGFORD,CT
  • Contact person: VICTOR D'AMATO
  • Phone: (203) 239-4481

Plan General Information

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is $120,786,848.00.This plan was established in 1986.

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is 715

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is $168,932.00

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is $7,636.00.

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is approximately $4,434.00
Investing in this additonal $4,434.00 for 20 years would give you extra $283,787.00, assuming a 10% annual return.

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, ULBRICH PLUS SAVINGS AND RETIREMENT PLAN allocates $3,170,437.00 to match its employees' contributions, providing an employer match rate of 59.61% of their contributions

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is 16.78%.

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is 15.35%. This measures the effectiveness of the plan participants' investments in the year.

ULBRICH PLUS SAVINGS AND RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ULBRICH PLUS SAVINGS AND RETIREMENT PLAN is 0.02%.

Enrollment Features

ULBRICH PLUS SAVINGS AND 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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