BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 4832 RICHMOND RD SUITE 200,CLEVELAND,OH
- Contact person: ERISA FIDUCIARY SERVICES
- Phone: (216) 464-5130
Plan General Information
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is $4,754,166.00.This plan was established in 2022.
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is 114
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2021, the average participant retirement account value for BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is $41,703.00
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is $2,264.00.
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is approximately $305.00
Investing in this additonal $305.00 for 20 years would give you extra $19,541.00, assuming a 10% annual return.
Investing in this additonal $305.00 for 20 years would give you extra $19,541.00, assuming a 10% annual return.
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2021, BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST allocates $34,808.00 to match its employees' contributions, providing an employer match rate of 13.48% of their contributions
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is 9.42%.
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is 9.65%. This measures the effectiveness of the plan participants' investments in the year.
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2021, the investment and administrative expense ratio of BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST is 0.84%.
Enrollment Features
BURTON CAROL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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