HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN
Plan Contact
- Address: 1185 AVENUE OF THE AMERICAS,,NEW YORK,NY
- Contact person: DAN DEVINE
- Phone: (212) 536-8997
Plan General Information
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is $75,649,058.00.This plan was established in 1998.
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is 340
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is $222,497.00
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is $14,806.00.
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is approximately $11,667.00
Investing in this additonal $11,667.00 for 20 years would give you extra $746,737.00, assuming a 10% annual return.
Investing in this additonal $11,667.00 for 20 years would give you extra $746,737.00, assuming a 10% annual return.
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN allocates $3,967,041.00 to match its employees' contributions, providing an employer match rate of 88.57% of their contributions
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is 30.58%.
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is 17.59%. This measures the effectiveness of the plan participants' investments in the year.
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN is 0.01%.
Enrollment Features
HARTREE PARTNERS, LP EMPLOYEES' SAVINGS 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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