SCHULTE ROTH & ZABEL LLP THRIFT 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 THRIFT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SCHULTE ROTH & ZABEL LLP THRIFT PLAN is $129,314,251.00.This plan was established in 2002.
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SCHULTE ROTH & ZABEL LLP THRIFT PLAN is 304
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SCHULTE ROTH & ZABEL LLP THRIFT PLAN is $425,375.00
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SCHULTE ROTH & ZABEL LLP THRIFT PLAN is $13,686.00.
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SCHULTE ROTH & ZABEL LLP THRIFT PLAN is approximately $8,992.00
Investing in this additonal $8,992.00 for 20 years would give you extra $575,526.00, assuming a 10% annual return.
Investing in this additonal $8,992.00 for 20 years would give you extra $575,526.00, assuming a 10% annual return.
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Total Employer Contribution and Match Rate
In 2023, SCHULTE ROTH & ZABEL LLP THRIFT PLAN allocates $2,733,752.00 to match its employees' contributions, providing an employer match rate of 68.05% of their contributions
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SCHULTE ROTH & ZABEL LLP THRIFT PLAN is 20.90%.
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SCHULTE ROTH & ZABEL LLP THRIFT PLAN is 16.19%. This measures the effectiveness of the plan participants' investments in the year.
SCHULTE ROTH & ZABEL LLP THRIFT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SCHULTE ROTH & ZABEL LLP THRIFT PLAN is 0.01%.
Enrollment Features
SCHULTE ROTH & ZABEL LLP THRIFT 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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