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.

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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