ZELLE LLP PROFIT SHARING/401(K) PLAN

Plan Contact

  • Address: 500 WASHINGTON AVE SOUTH SUITE 4000,MINNEAPOLIS,MN
  • Contact person: KENZIE HENRY
  • Phone: (612) 339-2020

Plan General Information

ZELLE LLP PROFIT SHARING/401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ZELLE LLP PROFIT SHARING/401(K) PLAN is $60,070,761.00.This plan was established in 1988.

ZELLE LLP PROFIT SHARING/401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ZELLE LLP PROFIT SHARING/401(K) PLAN is 116

ZELLE LLP PROFIT SHARING/401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ZELLE LLP PROFIT SHARING/401(K) PLAN is $517,851.00

ZELLE LLP PROFIT SHARING/401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ZELLE LLP PROFIT SHARING/401(K) PLAN is $25,228.00.

ZELLE LLP PROFIT SHARING/401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ZELLE LLP PROFIT SHARING/401(K) PLAN is approximately $14,746.00
Investing in this additonal $14,746.00 for 20 years would give you extra $943,788.00, assuming a 10% annual return.

ZELLE LLP PROFIT SHARING/401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ZELLE LLP PROFIT SHARING/401(K) PLAN allocates $1,710,617.00 to match its employees' contributions, providing an employer match rate of 116.90% of their contributions

ZELLE LLP PROFIT SHARING/401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ZELLE LLP PROFIT SHARING/401(K) PLAN is 26.37%.

ZELLE LLP PROFIT SHARING/401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ZELLE LLP PROFIT SHARING/401(K) PLAN is 19.32%. This measures the effectiveness of the plan participants' investments in the year.

ZELLE LLP PROFIT SHARING/401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ZELLE LLP PROFIT SHARING/401(K) PLAN is 0.12%.

Enrollment Features

ZELLE LLP PROFIT SHARING/401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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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