JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN

Plan Contact

  • Address: 7100 WAYZATA BOULEVARD,,,GOLDEN VALLEY,MN
  • Contact person: JILL CHIDDY
  • Phone: (763) 513-5560

Plan General Information

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is $17,321,008.00.This plan was established in 1987.

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is 304

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is $56,977.00

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is $10,359.00.

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is 18.52%.

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is 19.50%. This measures the effectiveness of the plan participants' investments in the year.

JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JIM LUPIENT COMPANIES EMPLOYEES SAVINGS PLAN is 0.33%.

Enrollment Features

JIM LUPIENT COMPANIES 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.


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