OZ MANAGEMENT, LP 401(K) PLAN

Plan Contact

  • Address: 9 W. 57TH STREET,,NEW YORK,NY
  • Contact person: JOEL FRANK
  • Phone: (212) 790-0169

Plan General Information

OZ MANAGEMENT, LP 401(K) PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of OZ MANAGEMENT, LP 401(K) PLAN is $25,530,258.00.This plan was established in 1995.

OZ MANAGEMENT, LP 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in OZ MANAGEMENT, LP 401(K) PLAN is 334

OZ MANAGEMENT, LP 401(K) PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for OZ MANAGEMENT, LP 401(K) PLAN is $76,437.00

OZ MANAGEMENT, LP 401(K) PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for OZ MANAGEMENT, LP 401(K) PLAN is $19,346.00.

OZ MANAGEMENT, LP 401(K) PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in OZ MANAGEMENT, LP 401(K) PLAN is approximately $2,045.00
Investing in this additonal $2,045.00 for 20 years would give you extra $130,886.00, assuming a 10% annual return.

OZ MANAGEMENT, LP 401(K) PLAN Total Employer Contribution and Match Rate

In 2011, OZ MANAGEMENT, LP 401(K) PLAN allocates $683,062.00 to match its employees' contributions, providing an employer match rate of 21.14% of their contributions

OZ MANAGEMENT, LP 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of OZ MANAGEMENT, LP 401(K) PLAN is 9.93%.

OZ MANAGEMENT, LP 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for OZ MANAGEMENT, LP 401(K) PLAN is -3.31%. This measures the effectiveness of the plan participants' investments in the year.

OZ MANAGEMENT, LP 401(K) PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of OZ MANAGEMENT, LP 401(K) PLAN is 0.01%.

Enrollment Features

OZ MANAGEMENT, LP 401(K) PLAN 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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