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CHARLES PERRY PARTNERS, INC. 401(K) PLAN

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Plan General Information

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHARLES PERRY PARTNERS, INC. 401(K) PLAN is $19,231,563.00.This plan was established in 1996.

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHARLES PERRY PARTNERS, INC. 401(K) PLAN is 275

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHARLES PERRY PARTNERS, INC. 401(K) PLAN is $69,932.00

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHARLES PERRY PARTNERS, INC. 401(K) PLAN is $4,666.00.

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHARLES PERRY PARTNERS, INC. 401(K) PLAN is approximately $1,748.00
Investing in this additonal $1,748.00 for 20 years would give you extra $111,912.00, assuming a 10% annual return.

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CHARLES PERRY PARTNERS, INC. 401(K) PLAN allocates $480,876.00 to match its employees' contributions, providing an employer match rate of 39.71% of their contributions

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHARLES PERRY PARTNERS, INC. 401(K) PLAN is 10.08%.

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHARLES PERRY PARTNERS, INC. 401(K) PLAN is 18.24%. This measures the effectiveness of the plan participants' investments in the year.

CHARLES PERRY PARTNERS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHARLES PERRY PARTNERS, INC. 401(K) PLAN is 0.08%.

Enrollment Features

CHARLES PERRY PARTNERS, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.

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