JR & CO., INC. EMPLOYEES SAVINGS TRUST

Plan Contact

  • Address: 1201 WEST 31ST STREET SUITE 1,KANSAS CITY,MO
  • Contact person: MIKE HARRIS
  • Phone: (816) 656-1613

Plan General Information

JR & CO., INC. EMPLOYEES SAVINGS TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JR & CO., INC. EMPLOYEES SAVINGS TRUST is $3,156,323.00.This plan was established in 2012.

JR & CO., INC. EMPLOYEES SAVINGS TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JR & CO., INC. EMPLOYEES SAVINGS TRUST is 221

JR & CO., INC. EMPLOYEES SAVINGS TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JR & CO., INC. EMPLOYEES SAVINGS TRUST is $14,282.00

JR & CO., INC. EMPLOYEES SAVINGS TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JR & CO., INC. EMPLOYEES SAVINGS TRUST is $2,791.00.

JR & CO., INC. EMPLOYEES SAVINGS TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JR & CO., INC. EMPLOYEES SAVINGS TRUST is 15.35%.

JR & CO., INC. EMPLOYEES SAVINGS TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JR & CO., INC. EMPLOYEES SAVINGS TRUST is 17.82%. This measures the effectiveness of the plan participants' investments in the year.

JR & CO., INC. EMPLOYEES SAVINGS TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of JR & CO., INC. EMPLOYEES SAVINGS TRUST is 0.08%.

Enrollment Features

JR & CO., INC. EMPLOYEES SAVINGS 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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