What is ACCESS POOLED EMPLOYER PLAN- SERIES II's employer match?

In 2024, ACCESS POOLED EMPLOYER PLAN- SERIES II reported $2,291,280 in employer contributions. That is about 46.5% of reported employee contributions.

How many participants are in ACCESS POOLED EMPLOYER PLAN- SERIES II?

At the end of 2024, ACCESS POOLED EMPLOYER PLAN- SERIES II reported 2,231 plan participants.

What are ACCESS POOLED EMPLOYER PLAN- SERIES II's total assets?

At the end of 2024, ACCESS POOLED EMPLOYER PLAN- SERIES II reported total plan assets of $74,878,950.

When was ACCESS POOLED EMPLOYER PLAN- SERIES II established?

ACCESS POOLED EMPLOYER PLAN- SERIES II was established in 2023.

What are the investment options in ACCESS POOLED EMPLOYER PLAN- SERIES II?

MyPlanIQ tracks the investment lineup for ACCESS POOLED EMPLOYER PLAN- SERIES II on its investment options page: https://www.myplaniq.com/invest/planinvestments/access-pooled-employer-plan-series-ii/

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ACCESS POOLED EMPLOYER PLAN- SERIES II

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Contribution & Savings

ACCESS POOLED EMPLOYER PLAN- SERIES II Average Participant Retirement Account Value

In 2024, the average participant retirement account value for ACCESS POOLED EMPLOYER PLAN- SERIES II is $33,562.00

ACCESS POOLED EMPLOYER PLAN- SERIES II Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for ACCESS POOLED EMPLOYER PLAN- SERIES II is $4,412.00. If you contribute an amount exceeding this, you have saved more than your colleagues. Congratulations! Keep up the good work. Otherwise, you might want to consider contributing more to ensure a better retirement future.
282,425.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 4,412.00 in ACCESS POOLED EMPLOYER PLAN- SERIES II, assuming a 10%* annual return.

2023 & 2024 401(k) contribution limits by IRS

	Pretax and roth employee contributions	Employee and employer contributions combined	Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over)
401(k) contribution limit for 2023	$22,500	$66,000	$7,500
401(k) contribution limit for 2024	$23,000	$69,000	$7,500

$1,440,056: this is the amount you will have saved 20 years later if you contribute the maximum of $22,500 annually for 20 years, assuming a 10%* annual return.

$4,224,165: for those who can maximize employee and employer annual $66,000 contributions for 20 years, assuming a 10%* annual return, you will be 3 times richer!

Use the 401(k) Savings Calculator to determine how much your contributions will accumulate over time.

Keep researching ACCESS POOLED EMPLOYER PLAN- SERIES II

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