BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN

Plan Contact

  • Address: 1004 FARNAM STREET SUITE 400,OMAHA,NE
  • Contact person: ANN M. BRUNER
  • Phone: (402) 930-3043

Plan General Information

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is $3,413,921.00.This plan was established in 2005.

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is 287

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is $11,895.00

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is $3,028.00.

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is approximately $470.00
Investing in this additonal $470.00 for 20 years would give you extra $30,086.00, assuming a 10% annual return.

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN allocates $134,921.00 to match its employees' contributions, providing an employer match rate of 31.04% of their contributions

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is 31.15%.

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is 17.91%. This measures the effectiveness of the plan participants' investments in the year.

BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of BURLINGTON CAPITAL PM GROUP, INC. 401(K) PLAN is 0.23%.

Enrollment Features

BURLINGTON CAPITAL PM GROUP, 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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