AAA NORTHEAST RETIREMENT PLAN

Plan Contact

  • Address: 110 ROYAL LITTLE DRIVE,PROVIDENCE,RI
  • Contact person: KRISTEN BOTELHO
  • Phone: (401) 868-2040

Plan General Information

AAA NORTHEAST RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of AAA NORTHEAST RETIREMENT PLAN is $270,192,964.00.This plan was established in 1986.

AAA NORTHEAST RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in AAA NORTHEAST RETIREMENT PLAN is 4201

AAA NORTHEAST RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for AAA NORTHEAST RETIREMENT PLAN is $64,316.00

AAA NORTHEAST RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for AAA NORTHEAST RETIREMENT PLAN is $3,557.00.

AAA NORTHEAST RETIREMENT PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in AAA NORTHEAST RETIREMENT PLAN is approximately $2,219.00
Investing in this additonal $2,219.00 for 20 years would give you extra $142,062.00, assuming a 10% annual return.

AAA NORTHEAST RETIREMENT PLAN Average Participant Retirement Account Value

In 2022, AAA NORTHEAST RETIREMENT PLAN allocates $9,325,085.00 to match its employees' contributions, providing an employer match rate of 68.21% of their contributions

AAA NORTHEAST RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of AAA NORTHEAST RETIREMENT PLAN is -14.80%.

AAA NORTHEAST RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for AAA NORTHEAST RETIREMENT PLAN is -15.01%. This measures the effectiveness of the plan participants' investments in the year.

AAA NORTHEAST RETIREMENT PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of AAA NORTHEAST RETIREMENT PLAN is 0.04%.

Enrollment Features

AAA NORTHEAST RETIREMENT PLAN 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan …