TARANTINO & COMPANY, LLC RETIREMENT PLAN

Plan Contact

  • Address: 20711 WATERTOWN ROAD, SUITE A,WAUKESHA,WI
  • Contact person: KAREN DOERING
  • Phone: (262) 798-1224

Plan General Information

TARANTINO & COMPANY, LLC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of TARANTINO & COMPANY, LLC RETIREMENT PLAN is $1,161,477.00.This plan was established in 1997.

TARANTINO & COMPANY, LLC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in TARANTINO & COMPANY, LLC RETIREMENT PLAN is 278

TARANTINO & COMPANY, LLC RETIREMENT PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for TARANTINO & COMPANY, LLC RETIREMENT PLAN is $4,177.00

TARANTINO & COMPANY, LLC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for TARANTINO & COMPANY, LLC RETIREMENT PLAN is $2,023.00.

TARANTINO & COMPANY, LLC RETIREMENT PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in TARANTINO & COMPANY, LLC RETIREMENT PLAN is approximately $215.00
Investing in this additonal $215.00 for 20 years would give you extra $13,801.00, assuming a 10% annual return.

TARANTINO & COMPANY, LLC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2016, TARANTINO & COMPANY, LLC RETIREMENT PLAN allocates $59,951.00 to match its employees' contributions, providing an employer match rate of 21.31% of their contributions

TARANTINO & COMPANY, LLC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of TARANTINO & COMPANY, LLC RETIREMENT PLAN is 44.36%.

TARANTINO & COMPANY, LLC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for TARANTINO & COMPANY, LLC RETIREMENT PLAN is 9.31%. This measures the effectiveness of the plan participants' investments in the year.

TARANTINO & COMPANY, LLC RETIREMENT PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of TARANTINO & COMPANY, LLC RETIREMENT PLAN is 1.42%.

Enrollment Features

TARANTINO & COMPANY, LLC RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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