ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN
Plan Contact
- Address: 3821 CRUM ROAD,YOUNGSTOWN,OH
- Contact person: KEVIN KIRKMAN
- Phone: (330) 270-2556
Plan General Information
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is $22,025,369.00.This plan was established in 2006.
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is 288
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is $76,476.00
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is $2,657.00.
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is approximately $1,021.00
Investing in this additonal $1,021.00 for 20 years would give you extra $65,379.00, assuming a 10% annual return.
Investing in this additonal $1,021.00 for 20 years would give you extra $65,379.00, assuming a 10% annual return.
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN allocates $294,206.00 to match its employees' contributions, providing an employer match rate of 37.53% of their contributions
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is 2.97%.
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is 17.33%. This measures the effectiveness of the plan participants' investments in the year.
ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ROTH BROS., INC. RETIREMENT & 401(K) SAVINGS PLAN is 0.44%.
Enrollment Features
ROTH BROS., INC. RETIREMENT & 401(K) 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.
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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