EFPR GROUP LLP 401(K) PROFIT SHARING PLAN

Plan Contact

  • Address: 100 SOUTH CLINTON AVENUE,,ROCHESTER,NY
  • Contact person: CHRISTOPHER M JOHNSTON
  • Phone: (585) 427-8900

Plan General Information

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is $30,502,277.00.This plan was established in 1987.

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is 205

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is $148,791.00

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is $8,138.00.

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is approximately $3,893.00
Investing in this additonal $3,893.00 for 20 years would give you extra $249,166.00, assuming a 10% annual return.

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate

In 2023, EFPR GROUP LLP 401(K) PROFIT SHARING PLAN allocates $798,110.00 to match its employees' contributions, providing an employer match rate of 47.72% of their contributions

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is 15.31%.

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is 17.14%. This measures the effectiveness of the plan participants' investments in the year.

EFPR GROUP LLP 401(K) PROFIT SHARING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EFPR GROUP LLP 401(K) PROFIT SHARING PLAN is 0.16%.

Enrollment Features

EFPR GROUP LLP 401(K) PROFIT SHARING 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.
    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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