BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN

Plan Contact

  • Address: ONE NORTH BRENTWOOD BLVD,,SAINT LOUIS,MO
  • Contact person: LORI KNIEPMANN
  • Phone: (314) 480-1102

Plan General Information

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is $97,351,332.00.This plan was established in 2011.

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is 745

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is $130,672.00

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is $12,523.00.

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is approximately $7,516.00
Investing in this additonal $7,516.00 for 20 years would give you extra $481,073.00, assuming a 10% annual return.

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN allocates $5,600,000.00 to match its employees' contributions, providing an employer match rate of 64.16% of their contributions

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is 31.69%.

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is 16.95%. This measures the effectiveness of the plan participants' investments in the year.

BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of BENJAMIN F. EDWARDS & CO., INC. 401(K) PLAN is 0.17%.

Enrollment Features

BENJAMIN F. EDWARDS & CO., 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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