SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A

Plan Contact

  • Address: 375 PARK AVE,,NEW YORK,NY
  • Contact person: KEVIN GERLITZ
  • Phone: (212) 895-2268

Plan General Information

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is $16,135,721.00.This plan was established in 2014.

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is 176

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is $91,680.00

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is $26,803.00.

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is approximately $4,095.00
Investing in this additonal $4,095.00 for 20 years would give you extra $262,100.00, assuming a 10% annual return.

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Total Employer Contribution and Match Rate

In 2023, SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A allocates $720,776.00 to match its employees' contributions, providing an employer match rate of 30.56% of their contributions

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is 64.77%.

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is 20.37%. This measures the effectiveness of the plan participants' investments in the year.

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A Expense Ratio

In 2023, the investment and administrative expense ratio of SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A is 0.13%.

Enrollment Features

SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …