NEEDHAM & COMPANY, LLC 401(K) PLAN

Plan Contact

  • Address: 250 PARK AVENUE,NEW YORK,NY
  • Contact person: LAURA BENJAMIN
  • Phone: (212) 371-8300

Plan General Information

NEEDHAM & COMPANY, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of NEEDHAM & COMPANY, LLC 401(K) PLAN is $75,581,801.00.This plan was established in 1986.

NEEDHAM & COMPANY, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in NEEDHAM & COMPANY, LLC 401(K) PLAN is 287

NEEDHAM & COMPANY, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for NEEDHAM & COMPANY, LLC 401(K) PLAN is $263,351.00

NEEDHAM & COMPANY, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for NEEDHAM & COMPANY, LLC 401(K) PLAN is $11,469.00.

NEEDHAM & COMPANY, LLC 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in NEEDHAM & COMPANY, LLC 401(K) PLAN is approximately $3,194.00
Investing in this additonal $3,194.00 for 20 years would give you extra $204,439.00, assuming a 10% annual return.

NEEDHAM & COMPANY, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, NEEDHAM & COMPANY, LLC 401(K) PLAN allocates $916,782.00 to match its employees' contributions, providing an employer match rate of 29.07% of their contributions

NEEDHAM & COMPANY, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of NEEDHAM & COMPANY, LLC 401(K) PLAN is 24.12%.

NEEDHAM & COMPANY, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for NEEDHAM & COMPANY, LLC 401(K) PLAN is 20.36%. This measures the effectiveness of the plan participants' investments in the year.

NEEDHAM & COMPANY, LLC 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of NEEDHAM & COMPANY, LLC 401(K) PLAN is -0.02%.

Enrollment Features

NEEDHAM & COMPANY, LLC 401(K) PLAN has the following features:
    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.

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...