THE STEWART ORGANIZATION 401(K) PARTNER PLAN
Plan Contact
- Address: 2300 GATEWAY DRIVE,IRVING,TX
- Contact person: SAM CAMPOS
- Phone: (972) 652-3200
Plan General Information
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE STEWART ORGANIZATION 401(K) PARTNER PLAN is $12,140,313.00.This plan was established in 1994.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE STEWART ORGANIZATION 401(K) PARTNER PLAN is 165
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE STEWART ORGANIZATION 401(K) PARTNER PLAN is $73,577.00
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE STEWART ORGANIZATION 401(K) PARTNER PLAN is $3,810.00.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE STEWART ORGANIZATION 401(K) PARTNER PLAN is approximately $2,460.00
Investing in this additonal $2,460.00 for 20 years would give you extra $157,503.00, assuming a 10% annual return.
Investing in this additonal $2,460.00 for 20 years would give you extra $157,503.00, assuming a 10% annual return.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Total Employer Contribution and Match Rate
In 2023, THE STEWART ORGANIZATION 401(K) PARTNER PLAN allocates $406,063.00 to match its employees' contributions, providing an employer match rate of 63.81% of their contributions
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE STEWART ORGANIZATION 401(K) PARTNER PLAN is -27.60%.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE STEWART ORGANIZATION 401(K) PARTNER PLAN is 13.66%. This measures the effectiveness of the plan participants' investments in the year.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE STEWART ORGANIZATION 401(K) PARTNER PLAN is 0.34%.
Enrollment Features
THE STEWART ORGANIZATION 401(K) PARTNER PLAN 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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