THE RETIRESMART PEP
Plan Contact
- Address: 701 WESTCHESTER AVENUE,,WHITE PLAINS,NY
- Contact person: DAVID MAUGER
- Phone: (844) 367-2848
Plan General Information
THE RETIRESMART PEP Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE RETIRESMART PEP is $7,986,318.00.This plan was established in 2022.
THE RETIRESMART PEP Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE RETIRESMART PEP is 91
THE RETIRESMART PEP Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE RETIRESMART PEP is $87,761.00
THE RETIRESMART PEP Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE RETIRESMART PEP is $7,726.00.
THE RETIRESMART PEP Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE RETIRESMART PEP is approximately $1,593.00
Investing in this additonal $1,593.00 for 20 years would give you extra $101,959.00, assuming a 10% annual return.
Investing in this additonal $1,593.00 for 20 years would give you extra $101,959.00, assuming a 10% annual return.
THE RETIRESMART PEP Total Employer Contribution and Match Rate
In 2023, THE RETIRESMART PEP allocates $144,974.00 to match its employees' contributions, providing an employer match rate of 41.24% of their contributions
THE RETIRESMART PEP Expense Ratio
In 2023, the investment and administrative expense ratio of THE RETIRESMART PEP is 0.33%.
Enrollment Features
THE RETIRESMART PEP 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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