THE STEPPING STONES GROUP RETIREMENT PLAN

Plan Contact

  • Address: 184 HIGH STREET, SUITE 701,BOSTON,MA
  • Contact person: JENNIFER HOPKINS
  • Phone: (866) 447-6916

Plan General Information

THE STEPPING STONES GROUP RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE STEPPING STONES GROUP RETIREMENT PLAN is $80,790,322.00.This plan was established in 2009.

THE STEPPING STONES GROUP RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE STEPPING STONES GROUP RETIREMENT PLAN is 10302

THE STEPPING STONES GROUP RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE STEPPING STONES GROUP RETIREMENT PLAN is $7,842.00

THE STEPPING STONES GROUP RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE STEPPING STONES GROUP RETIREMENT PLAN is $2,295.00.

THE STEPPING STONES GROUP RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE STEPPING STONES GROUP RETIREMENT PLAN is 40.23%.

THE STEPPING STONES GROUP RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE STEPPING STONES GROUP RETIREMENT PLAN is 27.05%. This measures the effectiveness of the plan participants' investments in the year.

THE STEPPING STONES GROUP RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE STEPPING STONES GROUP RETIREMENT PLAN is 0.84%.

Enrollment Features

THE STEPPING STONES GROUP 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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