ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST
Plan Contact
- Address: 3649 CANE RUN ROAD,LOUISVILLE,KY
- Contact person: TOM HOWARD
- Phone: (502) 778-2731
Plan General Information
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $106,698,427.00.This plan was established in 1976.
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 1003
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $106,379.00
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $2,180.00.
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is approximately $3,813.00
Investing in this additonal $3,813.00 for 20 years would give you extra $244,033.00, assuming a 10% annual return.
Investing in this additonal $3,813.00 for 20 years would give you extra $244,033.00, assuming a 10% annual return.
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST allocates $3,824,468.00 to match its employees' contributions, providing an employer match rate of 200.42% of their contributions
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 11.55%.
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 17.70%. This measures the effectiveness of the plan participants' investments in the year.
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 0.06%.
Enrollment Features
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST 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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