SRS REAL ESTATE PARTNERS 401K PLAN

Plan Contact

  • Address: 8144 WALNUT HILL LANE,,DALLAS,TX
  • Contact person: JAMIE WARD
  • Phone: (800) 944-0012

Plan General Information

SRS REAL ESTATE PARTNERS 401K PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SRS REAL ESTATE PARTNERS 401K PLAN is $8,912,453.00.This plan was established in 1995.

SRS REAL ESTATE PARTNERS 401K PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SRS REAL ESTATE PARTNERS 401K PLAN is 129

SRS REAL ESTATE PARTNERS 401K PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SRS REAL ESTATE PARTNERS 401K PLAN is $69,088.00

SRS REAL ESTATE PARTNERS 401K PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SRS REAL ESTATE PARTNERS 401K PLAN is $6,114.00.

SRS REAL ESTATE PARTNERS 401K PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SRS REAL ESTATE PARTNERS 401K PLAN is approximately $1,761.00
Investing in this additonal $1,761.00 for 20 years would give you extra $112,706.00, assuming a 10% annual return.

SRS REAL ESTATE PARTNERS 401K PLAN Total Employer Contribution and Match Rate

In 2023, SRS REAL ESTATE PARTNERS 401K PLAN allocates $227,174.00 to match its employees' contributions, providing an employer match rate of 28.15% of their contributions

SRS REAL ESTATE PARTNERS 401K PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SRS REAL ESTATE PARTNERS 401K PLAN is 16.21%.

SRS REAL ESTATE PARTNERS 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SRS REAL ESTATE PARTNERS 401K PLAN is 19.21%. This measures the effectiveness of the plan participants' investments in the year.

SRS REAL ESTATE PARTNERS 401K PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SRS REAL ESTATE PARTNERS 401K PLAN is 0.08%.

Enrollment Features

SRS REAL ESTATE PARTNERS 401K 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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