KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN
Plan Contact
- Address: 3605 OCEAN RANCH BOULEVARD,,OCEANSIDE,CA
- Contact person: MARK STEFANICK
- Phone: (800) 537-1375
Plan General Information
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is $20,820,445.00.This plan was established in 1986.
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is 26780
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is $777.00
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is $133.00.
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is approximately $13.00
Investing in this additonal $13.00 for 20 years would give you extra $884.00, assuming a 10% annual return.
Investing in this additonal $13.00 for 20 years would give you extra $884.00, assuming a 10% annual return.
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Total Employer Contribution and Match Rate
In 2023, KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN allocates $370,273.00 to match its employees' contributions, providing an employer match rate of 14.71% of their contributions
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is 15.72%.
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is 16.54%. This measures the effectiveness of the plan participants' investments in the year.
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION PLAN is 0.41%.
Enrollment Features
KELLERMEYER BERGENSONS SERVICES SAVINGS & PROTECTION 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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