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GOLDBERG & OSBORNE 401(K) PLAN

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Plan General Information

GOLDBERG & OSBORNE 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of GOLDBERG & OSBORNE 401(K) PLAN is $10,060,745.00.This plan was established in 1997.

GOLDBERG & OSBORNE 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in GOLDBERG & OSBORNE 401(K) PLAN is 168

GOLDBERG & OSBORNE 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for GOLDBERG & OSBORNE 401(K) PLAN is $59,885.00

GOLDBERG & OSBORNE 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for GOLDBERG & OSBORNE 401(K) PLAN is $2,778.00.

GOLDBERG & OSBORNE 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in GOLDBERG & OSBORNE 401(K) PLAN is approximately $431.00
Investing in this additonal $431.00 for 20 years would give you extra $27,642.00, assuming a 10% annual return.

GOLDBERG & OSBORNE 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, GOLDBERG & OSBORNE 401(K) PLAN allocates $72,561.00 to match its employees' contributions, providing an employer match rate of 15.01% of their contributions

GOLDBERG & OSBORNE 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of GOLDBERG & OSBORNE 401(K) PLAN is 16.12%.

GOLDBERG & OSBORNE 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for GOLDBERG & OSBORNE 401(K) PLAN is 18.73%. This measures the effectiveness of the plan participants' investments in the year.

GOLDBERG & OSBORNE 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of GOLDBERG & OSBORNE 401(K) PLAN is 0.30%.

Enrollment Features

GOLDBERG & OSBORNE 401(K) 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.
    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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