UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 2651 NORTH HARWOOD STREET,,DALLAS,TX
- Contact person: KATIE SWENGROS
- Phone: (952) 888-5800
Plan General Information
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is $76,324,760.00.This plan was established in 2000.
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is 1406
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is $54,285.00
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is $6,050.00.
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is approximately $559.00
Investing in this additonal $559.00 for 20 years would give you extra $35,819.00, assuming a 10% annual return.
Investing in this additonal $559.00 for 20 years would give you extra $35,819.00, assuming a 10% annual return.
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2023, UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN allocates $786,918.00 to match its employees' contributions, providing an employer match rate of 11.88% of their contributions
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is 46.26%.
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is 18.20%. This measures the effectiveness of the plan participants' investments in the year.
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN is 0.20%.
Enrollment Features
UVP MANAGEMENT, LLC 401(K) PROFIT SHARING 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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