UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST
Plan Contact
- Address: 1000 HARBOR BLVD., 10TH FL,WEEHAWKEN,NJ
- Phone: (201) 352-4880
Plan General Information
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is $53,336,010.00.This plan was established in 2000.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is 223
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is $239,174.00
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is $6,166.00.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is approximately $5,316.00
Investing in this additonal $5,316.00 for 20 years would give you extra $340,233.00, assuming a 10% annual return.
Investing in this additonal $5,316.00 for 20 years would give you extra $340,233.00, assuming a 10% annual return.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Total Employer Contribution and Match Rate
In 2023, UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST allocates $1,185,500.00 to match its employees' contributions, providing an employer match rate of 83.95% of their contributions
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is 16.39%.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is 19.05%. This measures the effectiveness of the plan participants' investments in the year.
UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST is 0.04%.
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