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DAVIDSON GROUP, INC. 401(K) PLAN

Plan Contact

  • Address: 5871 ROME TABERG RD.,ROME,NY
  • Contact person: KATIE WAITE
  • Phone: (315) 337-2440

Plan General Information

DAVIDSON GROUP, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DAVIDSON GROUP, INC. 401(K) PLAN is $14,475,484.00.This plan was established in 1993.

DAVIDSON GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DAVIDSON GROUP, INC. 401(K) PLAN is 412

DAVIDSON GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DAVIDSON GROUP, INC. 401(K) PLAN is $35,134.00

DAVIDSON GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for DAVIDSON GROUP, INC. 401(K) PLAN is $1,876.00.

DAVIDSON GROUP, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DAVIDSON GROUP, INC. 401(K) PLAN is approximately $559.00
Investing in this additonal $559.00 for 20 years would give you extra $35,798.00, assuming a 10% annual return.

DAVIDSON GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, DAVIDSON GROUP, INC. 401(K) PLAN allocates $230,456.00 to match its employees' contributions, providing an employer match rate of 30.59% of their contributions

DAVIDSON GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DAVIDSON GROUP, INC. 401(K) PLAN is 18.40%.

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

In 2023, the estimated aggregate retirement account investment gain/loss for DAVIDSON GROUP, INC. 401(K) PLAN is 19.70%. This measures the effectiveness of the plan participants' investments in the year.

DAVIDSON GROUP, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of DAVIDSON GROUP, INC. 401(K) PLAN is 0.32%.

Enrollment Features

DAVIDSON GROUP, INC. 401(K) PLAN 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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