F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES

Plan Contact

  • Address: 459 BROADWAY,,NEW YORK,NY
  • Contact person: LISA AREM
  • Phone: (800) 523-1200

Plan General Information

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is $18,259,443.00.This plan was established in 1985.

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is 669

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Average Participant Retirement Account Value

In 2023, the average participant retirement account value for F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is $27,293.00

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is $3,634.00.

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is 16.27%.

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is 14.62%. This measures the effectiveness of the plan participants' investments in the year.

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES Expense Ratio

In 2023, the investment and administrative expense ratio of F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES is 0.31%.

Enrollment Features

F. SCHUMACHER & CO. 401(K) PLAN FOR SALARIED EMPLOYEES 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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