HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN
Plan Contact
- Address: 1257 TERMINAL ROAD,GRAFTON,WI
- Contact person: KRISTIE KOSOBUCKI
- Phone: (262) 377-7887
Plan General Information
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is $9,079,151.00.This plan was established in 1981.
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is 105
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is $86,468.00
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is $6,349.00.
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is approximately $2,078.00
Investing in this additonal $2,078.00 for 20 years would give you extra $133,003.00, assuming a 10% annual return.
Investing in this additonal $2,078.00 for 20 years would give you extra $133,003.00, assuming a 10% annual return.
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN allocates $218,209.00 to match its employees' contributions, providing an employer match rate of 65.46% of their contributions
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is 14.37%.
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is 13.48%. This measures the effectiveness of the plan participants' investments in the year.
HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HOLTON BROTHERS, INC. RETIREMENT SAVINGS PLAN is 0.44%.
Enrollment Features
HOLTON BROTHERS, INC. RETIREMENT SAVINGS 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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