DEWITT LLP SAVINGS PLAN & TRUST
Plan Contact
- Address: 2 EAST MIFFLIN STREET SUITE 600,MADISON,WI
- Contact person: KATHLEEN V STAUBER
- Phone: (608) 255-8891
Plan General Information
DEWITT LLP SAVINGS PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of DEWITT LLP SAVINGS PLAN & TRUST is $130,204,277.00.This plan was established in 1995.
DEWITT LLP SAVINGS PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in DEWITT LLP SAVINGS PLAN & TRUST is 322
DEWITT LLP SAVINGS PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for DEWITT LLP SAVINGS PLAN & TRUST is $404,361.00
DEWITT LLP SAVINGS PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for DEWITT LLP SAVINGS PLAN & TRUST is $8,542.00.
DEWITT LLP SAVINGS PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in DEWITT LLP SAVINGS PLAN & TRUST is approximately $10,120.00
Investing in this additonal $10,120.00 for 20 years would give you extra $647,683.00, assuming a 10% annual return.
Investing in this additonal $10,120.00 for 20 years would give you extra $647,683.00, assuming a 10% annual return.
DEWITT LLP SAVINGS PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, DEWITT LLP SAVINGS PLAN & TRUST allocates $3,258,660.00 to match its employees' contributions, providing an employer match rate of 118.65% of their contributions
DEWITT LLP SAVINGS PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of DEWITT LLP SAVINGS PLAN & TRUST is 13.04%.
DEWITT LLP SAVINGS PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for DEWITT LLP SAVINGS PLAN & TRUST is 16.07%. This measures the effectiveness of the plan participants' investments in the year.
DEWITT LLP SAVINGS PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of DEWITT LLP SAVINGS PLAN & TRUST is 0.22%.
Enrollment Features
DEWITT LLP SAVINGS PLAN & TRUST 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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