AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST

Plan Contact

  • Address: 550 CLEVELAND AVE NORTH,ST. PAUL,MN
  • Contact person: KATHERINE MARCOTTE
  • Phone: (651) 659-1343

Plan General Information

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is $73,235,566.00.This plan was established in 1990.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is 514

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is $142,481.00

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is $4,225.00.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is approximately $4,021.00
Investing in this additonal $4,021.00 for 20 years would give you extra $257,372.00, assuming a 10% annual return.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Total Employer Contribution and Match Rate

In 2022, AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST allocates $2,067,023.00 to match its employees' contributions, providing an employer match rate of 95.46% of their contributions

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is -4.64%.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is -5.94%. This measures the effectiveness of the plan participants' investments in the year.

AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of AMERICAN STOCK, SAVINGS AND EMPLOYEE TRUST is 0.10%.

Enrollment Features

AMERICAN STOCK, SAVINGS AND EMPLOYEE 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.
    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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