HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION

Plan Contact

  • Address: 4801 ROCK ISLAND ROAD,IRVING,TX
  • Contact person: SHANDA DURBIN
  • Phone: (816) 676-5672

Plan General Information

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is $11,523,283.00.This plan was established in 2017.

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is 239

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is $48,214.00

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is $5,012.00.

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is approximately $2,606.00
Investing in this additonal $2,606.00 for 20 years would give you extra $166,807.00, assuming a 10% annual return.

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Total Employer Contribution and Match Rate

In 2023, HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION allocates $622,922.00 to match its employees' contributions, providing an employer match rate of 57.14% of their contributions

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is 61.93%.

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is 45.15%. This measures the effectiveness of the plan participants' investments in the year.

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION Expense Ratio

In 2023, the investment and administrative expense ratio of HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION is 0.22%.

Enrollment Features

HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION 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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