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DANIELS SHARPSMART, INC. 401(K) PLAN

Plan Contact

  • Address: 111 W JACKSON BLVD SUITE 1900,CHICAGO,IL
  • Contact person: KEELY SIBBALD
  • Phone: (888) 952-5580

Plan General Information

DANIELS SHARPSMART, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DANIELS SHARPSMART, INC. 401(K) PLAN is $10,311,079.00.This plan was established in 2013.

DANIELS SHARPSMART, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DANIELS SHARPSMART, INC. 401(K) PLAN is 834

DANIELS SHARPSMART, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DANIELS SHARPSMART, INC. 401(K) PLAN is $12,363.00

DANIELS SHARPSMART, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for DANIELS SHARPSMART, INC. 401(K) PLAN is $3,037.00.

DANIELS SHARPSMART, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DANIELS SHARPSMART, INC. 401(K) PLAN is approximately $705.00
Investing in this additonal $705.00 for 20 years would give you extra $45,173.00, assuming a 10% annual return.

DANIELS SHARPSMART, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, DANIELS SHARPSMART, INC. 401(K) PLAN allocates $588,671.00 to match its employees' contributions, providing an employer match rate of 26.88% of their contributions

DANIELS SHARPSMART, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DANIELS SHARPSMART, INC. 401(K) PLAN is 53.19%.

DANIELS SHARPSMART, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for DANIELS SHARPSMART, INC. 401(K) PLAN is 18.43%. This measures the effectiveness of the plan participants' investments in the year.

DANIELS SHARPSMART, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of DANIELS SHARPSMART, INC. 401(K) PLAN is 0.99%.

Enrollment Features

DANIELS SHARPSMART, 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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