SCHULTE ROTH & ZABEL LLP SAVINGS PLAN
Plan Contact
- Address: 919 THIRD AVENUE,NEW YORK,NY
- Contact person: DAVID COHEN
- Phone: (212) 756-2000
Plan General Information
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is $156,485,911.00.This plan was established in 1983.
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is 359
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is $435,893.00
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is $6,464.00.
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is approximately $8,547.00
Investing in this additonal $8,547.00 for 20 years would give you extra $547,019.00, assuming a 10% annual return.
Investing in this additonal $8,547.00 for 20 years would give you extra $547,019.00, assuming a 10% annual return.
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, SCHULTE ROTH & ZABEL LLP SAVINGS PLAN allocates $3,068,435.00 to match its employees' contributions, providing an employer match rate of 133.34% of their contributions
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is 14.78%.
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is 17.28%. This measures the effectiveness of the plan participants' investments in the year.
SCHULTE ROTH & ZABEL LLP SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SCHULTE ROTH & ZABEL LLP SAVINGS PLAN is 0.01%.
Enrollment Features
SCHULTE ROTH & ZABEL LLP SAVINGS 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.
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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