VALBRUNA STAINLESS, INC. 401(K) PLAN

Plan Contact

  • Address: 2400 TAYLOR STREET WEST,FORT WAYNE,IN
  • Contact person: BRIAN CAFFREY
  • Phone: (260) 434-2800

Plan General Information

VALBRUNA STAINLESS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VALBRUNA STAINLESS, INC. 401(K) PLAN is $16,728,351.00.This plan was established in 1995.

VALBRUNA STAINLESS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VALBRUNA STAINLESS, INC. 401(K) PLAN is 162

VALBRUNA STAINLESS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VALBRUNA STAINLESS, INC. 401(K) PLAN is $103,261.00

VALBRUNA STAINLESS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for VALBRUNA STAINLESS, INC. 401(K) PLAN is $9,300.00.

VALBRUNA STAINLESS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in VALBRUNA STAINLESS, INC. 401(K) PLAN is approximately $2,183.00
Investing in this additonal $2,183.00 for 20 years would give you extra $139,756.00, assuming a 10% annual return.

VALBRUNA STAINLESS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, VALBRUNA STAINLESS, INC. 401(K) PLAN allocates $353,759.00 to match its employees' contributions, providing an employer match rate of 46.96% of their contributions

VALBRUNA STAINLESS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of VALBRUNA STAINLESS, INC. 401(K) PLAN is 21.12%.

VALBRUNA STAINLESS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for VALBRUNA STAINLESS, INC. 401(K) PLAN is 15.47%. This measures the effectiveness of the plan participants' investments in the year.

VALBRUNA STAINLESS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of VALBRUNA STAINLESS, INC. 401(K) PLAN is 0.02%.

Enrollment Features

VALBRUNA STAINLESS, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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