ERISA PARTNERS, INC. POOLED EMPLOYER PLAN

Plan Contact

  • Address: PO BOX 22968,NASHVILLE,TN
  • Phone: (615) 309-5592

Plan General Information

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is $41,236,506.00.This plan was established in 2022.

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is 5786

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is $7,126.00

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is $1,778.00.

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is approximately $345.00
Investing in this additonal $345.00 for 20 years would give you extra $22,080.00, assuming a 10% annual return.

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Total Employer Contribution and Match Rate

In 2023, ERISA PARTNERS, INC. POOLED EMPLOYER PLAN allocates $1,996,198.00 to match its employees' contributions, providing an employer match rate of 38.79% of their contributions

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is 281.73%.

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is 186.85%. This measures the effectiveness of the plan participants' investments in the year.

ERISA PARTNERS, INC. POOLED EMPLOYER PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ERISA PARTNERS, INC. POOLED EMPLOYER PLAN is 0.72%.

Enrollment Features

ERISA PARTNERS, INC. POOLED EMPLOYER 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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