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BONE & JOINT CLINIC, S.C. 401(K) PLAN

Plan Contact

  • Address: 225000 HUMMINGBIRD ROAD, SUITE 100,WAUSAU,WI
  • Contact person: LARRY SPONDER
  • Phone: (715) 393-0336

Plan General Information

BONE & JOINT CLINIC, S.C. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BONE & JOINT CLINIC, S.C. 401(K) PLAN is $38,607,121.00.This plan was established in 1995.

BONE & JOINT CLINIC, S.C. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BONE & JOINT CLINIC, S.C. 401(K) PLAN is 320

BONE & JOINT CLINIC, S.C. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BONE & JOINT CLINIC, S.C. 401(K) PLAN is $120,647.00

BONE & JOINT CLINIC, S.C. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BONE & JOINT CLINIC, S.C. 401(K) PLAN is $5,062.00.

BONE & JOINT CLINIC, S.C. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BONE & JOINT CLINIC, S.C. 401(K) PLAN is approximately $5,783.00
Investing in this additonal $5,783.00 for 20 years would give you extra $370,144.00, assuming a 10% annual return.

BONE & JOINT CLINIC, S.C. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, BONE & JOINT CLINIC, S.C. 401(K) PLAN allocates $1,850,720.00 to match its employees' contributions, providing an employer match rate of 119.87% of their contributions

BONE & JOINT CLINIC, S.C. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BONE & JOINT CLINIC, S.C. 401(K) PLAN is 8.49%.

BONE & JOINT CLINIC, S.C. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BONE & JOINT CLINIC, S.C. 401(K) PLAN is 15.33%. This measures the effectiveness of the plan participants' investments in the year.

BONE & JOINT CLINIC, S.C. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of BONE & JOINT CLINIC, S.C. 401(K) PLAN is 0.29%.

Enrollment Features

BONE & JOINT CLINIC, S.C. 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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