MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 1543 N 2ND STREET, 6TH FLOOR,MILWAUKEE,WI
  • Contact person: JAMES WOLOSZYK
  • Phone: (414) 227-0525

Plan General Information

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is $23,620,934.00.This plan was established in 1992.

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is 525

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is $44,992.00

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is $3,934.00.

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is approximately $1,294.00
Investing in this additonal $1,294.00 for 20 years would give you extra $82,824.00, assuming a 10% annual return.

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN allocates $679,418.00 to match its employees' contributions, providing an employer match rate of 27.52% of their contributions

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is 21.05%.

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is 18.84%. This measures the effectiveness of the plan participants' investments in the year.

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN is 0.40%.

Enrollment Features

MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN 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.


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