CARTI TAX SHELTERED ANNUITY PLAN
Plan Contact
- Address: 8901 CARTI WAY,LITTLE ROCK,AR
- Phone: (501) 296-3409
Plan General Information
CARTI TAX SHELTERED ANNUITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CARTI TAX SHELTERED ANNUITY PLAN is $54,811,100.00.This plan was established in 1998.
CARTI TAX SHELTERED ANNUITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CARTI TAX SHELTERED ANNUITY PLAN is 1072
CARTI TAX SHELTERED ANNUITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CARTI TAX SHELTERED ANNUITY PLAN is $51,129.00
CARTI TAX SHELTERED ANNUITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CARTI TAX SHELTERED ANNUITY PLAN is $8,301.00.
CARTI TAX SHELTERED ANNUITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CARTI TAX SHELTERED ANNUITY PLAN is approximately $1,232.00
Investing in this additonal $1,232.00 for 20 years would give you extra $78,887.00, assuming a 10% annual return.
Investing in this additonal $1,232.00 for 20 years would give you extra $78,887.00, assuming a 10% annual return.
CARTI TAX SHELTERED ANNUITY PLAN Total Employer Contribution and Match Rate
In 2023, CARTI TAX SHELTERED ANNUITY PLAN allocates $1,321,358.00 to match its employees' contributions, providing an employer match rate of 29.70% of their contributions
CARTI TAX SHELTERED ANNUITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CARTI TAX SHELTERED ANNUITY PLAN is 11.42%.
CARTI TAX SHELTERED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CARTI TAX SHELTERED ANNUITY PLAN is 10.73%. This measures the effectiveness of the plan participants' investments in the year.
CARTI TAX SHELTERED ANNUITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CARTI TAX SHELTERED ANNUITY PLAN is 0.29%.
Enrollment Features
CARTI TAX SHELTERED ANNUITY 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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