TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST

Plan Contact

  • Address: 2910 N. 44TH STREET,,PHOENIX,AZ
  • Contact person: TERESA EDMONDSON
  • Phone: (602) 889-8300

Plan General Information

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is $90,459,832.00.This plan was established in 1987.

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is 597

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is $151,524.00

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is $5,811.00.

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is approximately $6,006.00
Investing in this additonal $6,006.00 for 20 years would give you extra $384,391.00, assuming a 10% annual return.

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST allocates $3,585,651.00 to match its employees' contributions, providing an employer match rate of 100.98% of their contributions

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is 9.77%.

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is 16.26%. This measures the effectiveness of the plan participants' investments in the year.

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST is 0.01%.

Enrollment Features

TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST 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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