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HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 1020 W MONTROSE AVE,CHICAGO,IL
  • Contact person: CORINNE BRANDON
  • Phone: (312) 337-5339

Plan General Information

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is $1,406,548.00.This plan was established in 1999.

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is 197

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is $7,139.00

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is $794.00.

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is approximately $388.00
Investing in this additonal $388.00 for 20 years would give you extra $24,895.00, assuming a 10% annual return.

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2022, HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST allocates $76,632.00 to match its employees' contributions, providing an employer match rate of 52.97% of their contributions

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is -9.08%.

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is -10.90%. This measures the effectiveness of the plan participants' investments in the year.

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST is 1.22%.

Enrollment Features

HOLSTEN MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST 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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