SAZERAC COMPANY, INC. 401(K) PLAN

  • Address: 10400 LINN STATION ROAD,,LOUISVILLE,KY
  • Contact person: JENNIFER BURTON
  • Phone: (502) 696-5932

SAZERAC COMPANY, INC. 401(K) 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.

At the end of 2022, the total retirement plan assets of SAZERAC COMPANY, INC. 401(K) PLAN is $95,528,496.00.This plan was established in 2007.

At the end of 2022, the total number of retirement plan participants in SAZERAC COMPANY, INC. 401(K) PLAN is 2042

In 2022, the average participant retirement account value for SAZERAC COMPANY, INC. 401(K) PLAN is $46,781.00

In 2022, the estimated average employee contribution amount per participant for SAZERAC COMPANY, INC. 401(K) PLAN is $6,235.00

In 2022, the estimated average employer match for an employee in SAZERAC COMPANY, INC. 401(K) PLAN is approximately $2,107.00

In 2022, SAZERAC COMPANY, INC. 401(K) PLAN allocates $4,303,339.00 to match its employees' contributions, providing an employer match rate of 36.83% of their contributions

In 2022, the total retirement plan asset growth rate of SAZERAC COMPANY, INC. 401(K) PLAN is -9.71%

In 2022, the estimated aggregate retirement account investment gain/loss for SAZERAC COMPANY, INC. 401(K) PLAN is -15.29%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of SAZERAC COMPANY, INC. 401(K) PLAN is 0.13%.

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