VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST

Plan Contact

  • Address: 155 DE HARO STREET,SAN FRANCISCO,CA
  • Contact person: BRIAN M PATRICK
  • Phone: (888) 264-2208

Plan General Information

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is $14,050,357.00.This plan was established in 2022.

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is 349

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is $40,258.00

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is $10,047.00.

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is approximately $4,090.00
Investing in this additonal $4,090.00 for 20 years would give you extra $261,788.00, assuming a 10% annual return.

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Total Employer Contribution and Match Rate

In 2023, VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST allocates $1,427,568.00 to match its employees' contributions, providing an employer match rate of 81.42% of their contributions

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is 29.73%.

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is 19.86%. This measures the effectiveness of the plan participants' investments in the year.

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST is 0.25%.

Enrollment Features

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST 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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