STANZ-TROYER HOLDINGS, LLC

Plan Contact

  • Address: P.O. BOX 608,GOSHEN,IN
  • Contact person: ROSEMARY BRANCATO
  • Phone: (574) 533-0302

Plan General Information

STANZ-TROYER HOLDINGS, LLC Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STANZ-TROYER HOLDINGS, LLC is $22,441,841.00.This plan was established in 1987.

STANZ-TROYER HOLDINGS, LLC Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STANZ-TROYER HOLDINGS, LLC is 247

STANZ-TROYER HOLDINGS, LLC Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STANZ-TROYER HOLDINGS, LLC is $90,857.00

STANZ-TROYER HOLDINGS, LLC Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STANZ-TROYER HOLDINGS, LLC is $6,470.00.

STANZ-TROYER HOLDINGS, LLC Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STANZ-TROYER HOLDINGS, LLC is approximately $605.00
Investing in this additonal $605.00 for 20 years would give you extra $38,744.00, assuming a 10% annual return.

STANZ-TROYER HOLDINGS, LLC Total Employer Contribution and Match Rate

In 2023, STANZ-TROYER HOLDINGS, LLC allocates $149,530.00 to match its employees' contributions, providing an employer match rate of 18.71% of their contributions

STANZ-TROYER HOLDINGS, LLC Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STANZ-TROYER HOLDINGS, LLC is 86.66%.

STANZ-TROYER HOLDINGS, LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STANZ-TROYER HOLDINGS, LLC is 190.40%. This measures the effectiveness of the plan participants' investments in the year.

STANZ-TROYER HOLDINGS, LLC Expense Ratio

In 2023, the investment and administrative expense ratio of STANZ-TROYER HOLDINGS, LLC is 0.14%.

Enrollment Features

STANZ-TROYER HOLDINGS, LLC 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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