OCC 401(K) RETIREMENT PLAN & TRUST

  • Address: 12-16 VESTRY STREET,NEW YORK,NY
  • Contact person: PHILLIP AMBROSINO
  • Phone: (212) 265-3151
Investment Options of OCC 401(K) RETIREMENT PLAN & TRUST (as of 2022)
INVESCO STABLE ASSET - ADPZ (INVESCO TRUST COMPANY)

OCC 401(K) RETIREMENT PLAN & 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.

At the end of 2022, the total retirement plan assets of OCC 401(K) RETIREMENT PLAN & TRUST is $1,106,413.00.This plan was established in 2013.

At the end of 2022, the total number of retirement plan participants in OCC 401(K) RETIREMENT PLAN & TRUST is 320

In 2022, the average participant retirement account value for OCC 401(K) RETIREMENT PLAN & TRUST is $3,457.00

In 2022, the estimated average employee contribution amount per participant for OCC 401(K) RETIREMENT PLAN & TRUST is $693.00

In 2022, the total retirement plan asset growth rate of OCC 401(K) RETIREMENT PLAN & TRUST is -7.73%

In 2022, the estimated aggregate retirement account investment gain/loss for OCC 401(K) RETIREMENT PLAN & TRUST is -16.59%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of OCC 401(K) RETIREMENT PLAN & TRUST is 1.71%.

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