What is ULSE AND ULRI FINANCIAL SECURITY PLAN's employer match?

In 2024, ULSE AND ULRI FINANCIAL SECURITY PLAN reported $4,173,513 in employer contributions. That is about 84.4% of reported employee contributions.

How many participants are in ULSE AND ULRI FINANCIAL SECURITY PLAN?

At the end of 2024, ULSE AND ULRI FINANCIAL SECURITY PLAN reported 390 plan participants.

What are ULSE AND ULRI FINANCIAL SECURITY PLAN's total assets?

At the end of 2024, ULSE AND ULRI FINANCIAL SECURITY PLAN reported total plan assets of $63,516,115.

When was ULSE AND ULRI FINANCIAL SECURITY PLAN established?

ULSE AND ULRI FINANCIAL SECURITY PLAN was established in 2022.

What are the investment options in ULSE AND ULRI FINANCIAL SECURITY PLAN?

MyPlanIQ tracks the investment lineup for ULSE AND ULRI FINANCIAL SECURITY PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/ulse-and-ulri-financial-security-plan/

plancontribution

ULSE AND ULRI FINANCIAL SECURITY PLAN

Overview
Contribution & Match
Investments
Login
Rollover

Contribution & Savings

ULSE AND ULRI FINANCIAL SECURITY PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for ULSE AND ULRI FINANCIAL SECURITY PLAN is $162,861.00

ULSE AND ULRI FINANCIAL SECURITY PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for ULSE AND ULRI FINANCIAL SECURITY PLAN is $25,348.00. 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.
1,622,321.00: this is the amount you will have accumulated 20 years later if you annually contribute the average contribution amount 25,348.00 in ULSE AND ULRI FINANCIAL SECURITY PLAN, 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 ULSE AND ULRI FINANCIAL SECURITY PLAN

Use the links below to move from this plan page into calculators, related retirement articles, and comparable plans in a similar industry or size band. That gives you a faster way to compare match design, fees, investments, and savings strategy in context.