DAVIES LIFE & HEALTH, INC.
Plan Contact
- Address: 1500 MAIN STREET SUITE 1400,,SPRINGFIELD,MA
- Contact person: RYAN STEPHENS
- Phone: (508) 598-1449
Plan General Information
DAVIES LIFE & HEALTH, INC. Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of DAVIES LIFE & HEALTH, INC. is $14,892,134.00.This plan was established in 2008.
DAVIES LIFE & HEALTH, INC. Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in DAVIES LIFE & HEALTH, INC. is 206
DAVIES LIFE & HEALTH, INC. Average Participant Retirement Account Value
In 2023, the average participant retirement account value for DAVIES LIFE & HEALTH, INC. is $72,291.00
DAVIES LIFE & HEALTH, INC. Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for DAVIES LIFE & HEALTH, INC. is $8,977.00.
DAVIES LIFE & HEALTH, INC. Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in DAVIES LIFE & HEALTH, INC. is approximately $2,549.00
Investing in this additonal $2,549.00 for 20 years would give you extra $163,169.00, assuming a 10% annual return.
Investing in this additonal $2,549.00 for 20 years would give you extra $163,169.00, assuming a 10% annual return.
DAVIES LIFE & HEALTH, INC. Total Employer Contribution and Match Rate
In 2023, DAVIES LIFE & HEALTH, INC. allocates $525,201.00 to match its employees' contributions, providing an employer match rate of 56.80% of their contributions
DAVIES LIFE & HEALTH, INC. Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of DAVIES LIFE & HEALTH, INC. is 18.15%.
DAVIES LIFE & HEALTH, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for DAVIES LIFE & HEALTH, INC. is 15.92%. This measures the effectiveness of the plan participants' investments in the year.
DAVIES LIFE & HEALTH, INC. Expense Ratio
In 2023, the investment and administrative expense ratio of DAVIES LIFE & HEALTH, INC. is 0.03%.
Enrollment Features
DAVIES LIFE & HEALTH, INC. 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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