ANALYTIC PARTNERS, INC. 401(K) PLAN

Plan Contact

  • Address: 1441 BRICKELL AVE, SUITE 1220,MIAMI,FL
  • Contact person: ROBERT MCGUINNESS
  • Phone: (786) 749-0876

Plan General Information

ANALYTIC PARTNERS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ANALYTIC PARTNERS, INC. 401(K) PLAN is $22,267,376.00.This plan was established in 2020.

ANALYTIC PARTNERS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ANALYTIC PARTNERS, INC. 401(K) PLAN is 343

ANALYTIC PARTNERS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ANALYTIC PARTNERS, INC. 401(K) PLAN is $64,919.00

ANALYTIC PARTNERS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ANALYTIC PARTNERS, INC. 401(K) PLAN is $6,760.00.

ANALYTIC PARTNERS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ANALYTIC PARTNERS, INC. 401(K) PLAN is approximately $2,779.00
Investing in this additonal $2,779.00 for 20 years would give you extra $177,866.00, assuming a 10% annual return.

ANALYTIC PARTNERS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ANALYTIC PARTNERS, INC. 401(K) PLAN allocates $953,251.00 to match its employees' contributions, providing an employer match rate of 36.86% of their contributions

ANALYTIC PARTNERS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ANALYTIC PARTNERS, INC. 401(K) PLAN is 24.25%.

ANALYTIC PARTNERS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ANALYTIC PARTNERS, INC. 401(K) PLAN is 19.37%. This measures the effectiveness of the plan participants' investments in the year.

ANALYTIC PARTNERS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ANALYTIC PARTNERS, INC. 401(K) PLAN is 0.38%.

Enrollment Features

ANALYTIC PARTNERS, INC. 401(K) 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.

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