HART SAVER - 401(K) PLAN

Plan Contact

  • Address: 805 CITY CENTER DR STE 120,CARMEL,IN
  • Contact person: KARLI KOHLER
  • Phone: (317) 573-4800

Plan General Information

HART SAVER - 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HART SAVER - 401(K) PLAN is $9,396,199.00.This plan was established in 1995.

HART SAVER - 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HART SAVER - 401(K) PLAN is 192

HART SAVER - 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HART SAVER - 401(K) PLAN is $48,938.00

HART SAVER - 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HART SAVER - 401(K) PLAN is $3,599.00.

HART SAVER - 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HART SAVER - 401(K) PLAN is approximately $969.00
Investing in this additonal $969.00 for 20 years would give you extra $62,036.00, assuming a 10% annual return.

HART SAVER - 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HART SAVER - 401(K) PLAN allocates $186,108.00 to match its employees' contributions, providing an employer match rate of 27.21% of their contributions

HART SAVER - 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HART SAVER - 401(K) PLAN is 14.85%.

HART SAVER - 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HART SAVER - 401(K) PLAN is 17.53%. This measures the effectiveness of the plan participants' investments in the year.

HART SAVER - 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HART SAVER - 401(K) PLAN is 0.18%.

Enrollment Features

HART SAVER - 401(K) 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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