JULIUS ZORN SAVINGS PLAN

Plan Contact

  • Address: 3690 ZORN DR,CUYAHOGA FALLS,OH
  • Contact person: JANICE ASHTON
  • Phone: (330) 923-4999

Plan General Information

JULIUS ZORN SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JULIUS ZORN SAVINGS PLAN is $9,579,463.00.This plan was established in 1995.

JULIUS ZORN SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JULIUS ZORN SAVINGS PLAN is 153

JULIUS ZORN SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JULIUS ZORN SAVINGS PLAN is $62,610.00

JULIUS ZORN SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JULIUS ZORN SAVINGS PLAN is $2,788.00.

JULIUS ZORN SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in JULIUS ZORN SAVINGS PLAN is approximately $377.00
Investing in this additonal $377.00 for 20 years would give you extra $24,184.00, assuming a 10% annual return.

JULIUS ZORN SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, JULIUS ZORN SAVINGS PLAN allocates $57,815.00 to match its employees' contributions, providing an employer match rate of 12.53% of their contributions

JULIUS ZORN SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JULIUS ZORN SAVINGS PLAN is 21.18%.

JULIUS ZORN SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JULIUS ZORN SAVINGS PLAN is 16.84%. This measures the effectiveness of the plan participants' investments in the year.

JULIUS ZORN SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JULIUS ZORN SAVINGS PLAN is 0.05%.

Enrollment Features

JULIUS ZORN 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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