EXPANDED SCHOOLS RETIREMENT PLAN

Plan Contact

  • Address: 11 WEST 42ND STREET, 3RD FLOOR,NEW YORK,NY
  • Contact person: CHIRAG SHAH
  • Phone: (646) 943-8751

Plan General Information

EXPANDED SCHOOLS RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EXPANDED SCHOOLS RETIREMENT PLAN is $6,028,765.00.This plan was established in 1999.

EXPANDED SCHOOLS RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EXPANDED SCHOOLS RETIREMENT PLAN is 102

EXPANDED SCHOOLS RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EXPANDED SCHOOLS RETIREMENT PLAN is $59,105.00

EXPANDED SCHOOLS RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EXPANDED SCHOOLS RETIREMENT PLAN is $1,806.00.

EXPANDED SCHOOLS RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EXPANDED SCHOOLS RETIREMENT PLAN is approximately $1,610.00
Investing in this additonal $1,610.00 for 20 years would give you extra $103,102.00, assuming a 10% annual return.

EXPANDED SCHOOLS RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, EXPANDED SCHOOLS RETIREMENT PLAN allocates $164,320.00 to match its employees' contributions, providing an employer match rate of 90.07% of their contributions

EXPANDED SCHOOLS RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EXPANDED SCHOOLS RETIREMENT PLAN is 10.69%.

EXPANDED SCHOOLS RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EXPANDED SCHOOLS RETIREMENT PLAN is 15.77%. This measures the effectiveness of the plan participants' investments in the year.

EXPANDED SCHOOLS RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EXPANDED SCHOOLS RETIREMENT PLAN is 0.10%.

Enrollment Features

EXPANDED SCHOOLS RETIREMENT 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.


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