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EJOT ATF, LP WELLNESS & SAVINGS PLAN

Plan Contact

  • Address: 3550 W PRATT AVE,LINCOLNWOOD,IL
  • Contact person: LAUREN WILSON
  • Phone: (847) 933-8608

Plan General Information

EJOT ATF, LP WELLNESS & SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EJOT ATF, LP WELLNESS & SAVINGS PLAN is $28,069,469.00.This plan was established in 1984.

EJOT ATF, LP WELLNESS & SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EJOT ATF, LP WELLNESS & SAVINGS PLAN is 441

EJOT ATF, LP WELLNESS & SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EJOT ATF, LP WELLNESS & SAVINGS PLAN is $63,649.00

EJOT ATF, LP WELLNESS & SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EJOT ATF, LP WELLNESS & SAVINGS PLAN is $8,168.00.

EJOT ATF, LP WELLNESS & SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EJOT ATF, LP WELLNESS & SAVINGS PLAN is approximately $994.00
Investing in this additonal $994.00 for 20 years would give you extra $63,631.00, assuming a 10% annual return.

EJOT ATF, LP WELLNESS & SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, EJOT ATF, LP WELLNESS & SAVINGS PLAN allocates $438,462.00 to match its employees' contributions, providing an employer match rate of 24.34% of their contributions

EJOT ATF, LP WELLNESS & SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EJOT ATF, LP WELLNESS & SAVINGS PLAN is 14.68%.

EJOT ATF, LP WELLNESS & SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EJOT ATF, LP WELLNESS & SAVINGS PLAN is 12.68%. This measures the effectiveness of the plan participants' investments in the year.

EJOT ATF, LP WELLNESS & SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EJOT ATF, LP WELLNESS & SAVINGS PLAN is 0.46%.

Enrollment Features

EJOT ATF, LP WELLNESS & SAVINGS 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.
    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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