TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN
Plan Contact
- Address: 520 MADISON AVENUE, 26TH FLOOR,NEW YORK,NY
- Contact person: LAUREN SCHECHTER
- Phone: (212) 396-5900
Plan General Information
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is $28,234,601.00.This plan was established in 2003.
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is 173
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is $163,205.00
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is $11,752.00.
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is approximately $4,297.00
Investing in this additonal $4,297.00 for 20 years would give you extra $275,057.00, assuming a 10% annual return.
Investing in this additonal $4,297.00 for 20 years would give you extra $275,057.00, assuming a 10% annual return.
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Total Employer Contribution and Match Rate
In 2023, TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN allocates $743,514.00 to match its employees' contributions, providing an employer match rate of 39.17% of their contributions
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is 27.92%.
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is 18.34%. This measures the effectiveness of the plan participants' investments in the year.
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN is 0.08%.
Enrollment Features
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING 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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