ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED
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Plan General Information
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is $27,216,585.00.This plan was established in 1988.
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is 640
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is $42,525.00
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is $753.00.
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is approximately $722.00
Investing in this additonal $722.00 for 20 years would give you extra $46,239.00, assuming a 10% annual return.
Investing in this additonal $722.00 for 20 years would give you extra $46,239.00, assuming a 10% annual return.
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Total Employer Contribution and Match Rate
In 2023, ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED allocates $462,394.00 to match its employees' contributions, providing an employer match rate of 96.20% of their contributions
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is 13.30%.
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is 15.58%. This measures the effectiveness of the plan participants' investments in the year.
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED Expense Ratio
In 2023, the investment and administrative expense ratio of ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED is 0.20%.
Enrollment Features
ITG HOLDINGS USA, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN - DUAL QUALIFIED has the following features: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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