SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN
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Plan General Information
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is $17,009,954.00.This plan was established in 1989.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is 644
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is $26,412.00
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is $2,374.00.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is approximately $801.00
Investing in this additonal $801.00 for 20 years would give you extra $51,269.00, assuming a 10% annual return.
Investing in this additonal $801.00 for 20 years would give you extra $51,269.00, assuming a 10% annual return.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN allocates $515,904.00 to match its employees' contributions, providing an employer match rate of 34.73% of their contributions
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is 9.75%.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is 18.65%. This measures the effectiveness of the plan participants' investments in the year.
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN is 0.44%.
Enrollment Features
SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT 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.
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