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EPCOR USA INC. 401(K) SAVINGS PLAN

Plan Contact

  • Address: 2355 W PINNACLE PEAK ROAD,,PHOENIX,AZ
  • Contact person: KAREN KRISTENSEN
  • Phone: (602) 759-5972

Plan General Information

EPCOR USA INC. 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EPCOR USA INC. 401(K) SAVINGS PLAN is $48,480,619.00.This plan was established in 2012.

EPCOR USA INC. 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EPCOR USA INC. 401(K) SAVINGS PLAN is 535

EPCOR USA INC. 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EPCOR USA INC. 401(K) SAVINGS PLAN is $90,617.00

EPCOR USA INC. 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EPCOR USA INC. 401(K) SAVINGS PLAN is $6,701.00.

EPCOR USA INC. 401(K) SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EPCOR USA INC. 401(K) SAVINGS PLAN is approximately $6,272.00
Investing in this additonal $6,272.00 for 20 years would give you extra $401,420.00, assuming a 10% annual return.

EPCOR USA INC. 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, EPCOR USA INC. 401(K) SAVINGS PLAN allocates $3,355,623.00 to match its employees' contributions, providing an employer match rate of 105.65% of their contributions

EPCOR USA INC. 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EPCOR USA INC. 401(K) SAVINGS PLAN is 26.61%.

EPCOR USA INC. 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EPCOR USA INC. 401(K) SAVINGS PLAN is 15.77%. This measures the effectiveness of the plan participants' investments in the year.

EPCOR USA INC. 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EPCOR USA INC. 401(K) SAVINGS PLAN is 0.27%.

Enrollment Features

EPCOR USA INC. 401(K) SAVINGS 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.


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