ULI SERVICE LLC 401(K) SAVINGS PLAN

Plan Contact

  • Address: 10 E DOTY STREET, SUITE 300,MADISON,WI
  • Contact person: ROBERT BRUNI
  • Phone: (608) 441-5159

Plan General Information

ULI SERVICE LLC 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ULI SERVICE LLC 401(K) SAVINGS PLAN is $4,571,232.00.This plan was established in 1994.

ULI SERVICE LLC 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ULI SERVICE LLC 401(K) SAVINGS PLAN is 170

ULI SERVICE LLC 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ULI SERVICE LLC 401(K) SAVINGS PLAN is $26,889.00

ULI SERVICE LLC 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ULI SERVICE LLC 401(K) SAVINGS PLAN is $5,172.00.

ULI SERVICE LLC 401(K) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ULI SERVICE LLC 401(K) SAVINGS PLAN is approximately $762.00
Investing in this additonal $762.00 for 20 years would give you extra $48,782.00, assuming a 10% annual return.

ULI SERVICE LLC 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, ULI SERVICE LLC 401(K) SAVINGS PLAN allocates $129,578.00 to match its employees' contributions, providing an employer match rate of 29.47% of their contributions

ULI SERVICE LLC 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ULI SERVICE LLC 401(K) SAVINGS PLAN is 27.79%.

ULI SERVICE LLC 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ULI SERVICE LLC 401(K) SAVINGS PLAN is 14.22%. This measures the effectiveness of the plan participants' investments in the year.

ULI SERVICE LLC 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ULI SERVICE LLC 401(K) SAVINGS PLAN is 0.70%.

Enrollment Features

ULI SERVICE LLC 401(K) SAVINGS 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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