CAVALIER DISTRIBUTING RETIREMENT PLAN
Plan Contact
- Address: 4650 LAKE FOREST DRIVE,,BLUE ASH,OH
- Contact person: KYLE ALLEN
- Phone: (513) 247-9222
Plan General Information
CAVALIER DISTRIBUTING RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CAVALIER DISTRIBUTING RETIREMENT PLAN is $9,327,492.00.This plan was established in 2014.
CAVALIER DISTRIBUTING RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CAVALIER DISTRIBUTING RETIREMENT PLAN is 673
CAVALIER DISTRIBUTING RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CAVALIER DISTRIBUTING RETIREMENT PLAN is $13,859.00
CAVALIER DISTRIBUTING RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CAVALIER DISTRIBUTING RETIREMENT PLAN is $1,503.00.
CAVALIER DISTRIBUTING RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CAVALIER DISTRIBUTING RETIREMENT PLAN is approximately $940.00
Investing in this additonal $940.00 for 20 years would give you extra $60,172.00, assuming a 10% annual return.
Investing in this additonal $940.00 for 20 years would give you extra $60,172.00, assuming a 10% annual return.
CAVALIER DISTRIBUTING RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, CAVALIER DISTRIBUTING RETIREMENT PLAN allocates $632,755.00 to match its employees' contributions, providing an employer match rate of 72.64% of their contributions
CAVALIER DISTRIBUTING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CAVALIER DISTRIBUTING RETIREMENT PLAN is 31.83%.
CAVALIER DISTRIBUTING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CAVALIER DISTRIBUTING RETIREMENT PLAN is 23.27%. This measures the effectiveness of the plan participants' investments in the year.
CAVALIER DISTRIBUTING RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of CAVALIER DISTRIBUTING RETIREMENT PLAN is 0.37%.
Enrollment Features
CAVALIER DISTRIBUTING RETIREMENT 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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