TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN
Plan Contact
- Address: 5600 GULF BOULEVARD,ST. PETE BEACH,FL
- Phone: (727) 363-2317
Plan General Information
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is $8,585,901.00.This plan was established in 2010.
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is 467
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is $18,385.00
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is $2,551.00.
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is approximately $295.00
Investing in this additonal $295.00 for 20 years would give you extra $18,943.00, assuming a 10% annual return.
Investing in this additonal $295.00 for 20 years would give you extra $18,943.00, assuming a 10% annual return.
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Total Employer Contribution and Match Rate
In 2023, TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN allocates $138,228.00 to match its employees' contributions, providing an employer match rate of 23.20% of their contributions
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is 10.00%.
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is 15.41%. This measures the effectiveness of the plan participants' investments in the year.
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY PLAN is 0.80%.
Enrollment Features
TRADEWINDS EMPLOYEES SAVINGS OPPORTUNITY 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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