ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN

Plan Contact

  • Address: 333 BUSH STREET,,SAN FRANCISCO,CA
  • Contact person: MARY DUFFY
  • Phone: (213) 335-5956

Plan General Information

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is $282,825,371.00.This plan was established in 2008.

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is 2152

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is $131,424.00

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is $11,709.00.

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is approximately $1,677.00
Investing in this additonal $1,677.00 for 20 years would give you extra $107,386.00, assuming a 10% annual return.

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2023, ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN allocates $3,610,863.00 to match its employees' contributions, providing an employer match rate of 15.95% of their contributions

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is 31.20%.

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is 18.78%. This measures the effectiveness of the plan participants' investments in the year.

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN is 0.08%.

Enrollment Features

ANDERSEN TAX LLC TAX REDUCTION INVESTMENT 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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