MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST
Plan Contact
- Address: 455 SHERMAN ST., SUITE 200,DENVER,CO
- Phone: (303) 861-0300
Plan General Information
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is $21,412,263.00.This plan was established in 1985.
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is 204
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Average Participant Retirement Account Value
In 2017, the average participant retirement account value for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is $104,962.00
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is $15,200.00.
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is approximately $2,293.00
Investing in this additonal $2,293.00 for 20 years would give you extra $146,752.00, assuming a 10% annual return.
Investing in this additonal $2,293.00 for 20 years would give you extra $146,752.00, assuming a 10% annual return.
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Total Employer Contribution and Match Rate
In 2017, MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST allocates $467,774.00 to match its employees' contributions, providing an employer match rate of 30.17% of their contributions
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is 21.67%.
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is 16.68%. This measures the effectiveness of the plan participants' investments in the year.
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST Expense Ratio
In 2017, the investment and administrative expense ratio of MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST is 0.03%.
Enrollment Features
MARX/OKUBO ASSOCIATES, LTD. 401(K) PSP & TRUST 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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