LOCAL 813 SAVINGS AND THRIFT TRUST FUND

Plan Contact

  • Address: 48-18 VAN DAM STREET, SUITE 201,LONG ISLAND CITY,NY
  • Phone: (718) 937-7150

Plan General Information

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LOCAL 813 SAVINGS AND THRIFT TRUST FUND is $24,572,459.00.This plan was established in 2009.

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LOCAL 813 SAVINGS AND THRIFT TRUST FUND is 1248

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LOCAL 813 SAVINGS AND THRIFT TRUST FUND is $19,689.00

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LOCAL 813 SAVINGS AND THRIFT TRUST FUND is $691.00.

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LOCAL 813 SAVINGS AND THRIFT TRUST FUND is approximately $2,916.00
Investing in this additonal $2,916.00 for 20 years would give you extra $186,646.00, assuming a 10% annual return.

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Total Employer Contribution and Match Rate

In 2023, LOCAL 813 SAVINGS AND THRIFT TRUST FUND allocates $3,639,608.00 to match its employees' contributions, providing an employer match rate of 476.65% of their contributions

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LOCAL 813 SAVINGS AND THRIFT TRUST FUND is 35.69%.

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LOCAL 813 SAVINGS AND THRIFT TRUST FUND is 17.16%. This measures the effectiveness of the plan participants' investments in the year.

LOCAL 813 SAVINGS AND THRIFT TRUST FUND Expense Ratio

In 2023, the investment and administrative expense ratio of LOCAL 813 SAVINGS AND THRIFT TRUST FUND is 1.26%.

Enrollment Features

LOCAL 813 SAVINGS AND THRIFT TRUST FUND 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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