XPT PARTNERS 401(K) PLAN

Plan Contact

  • Address: 50 BREWERY STREET, SUITE 8476,NEW HAVEN,CT
  • Contact person: PAM BROOKS
  • Phone: (203) 509-1827

Plan General Information

XPT PARTNERS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of XPT PARTNERS 401(K) PLAN is $16,361,898.00.This plan was established in 2019.

XPT PARTNERS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in XPT PARTNERS 401(K) PLAN is 336

XPT PARTNERS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for XPT PARTNERS 401(K) PLAN is $48,696.00

XPT PARTNERS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for XPT PARTNERS 401(K) PLAN is $10,930.00.

XPT PARTNERS 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in XPT PARTNERS 401(K) PLAN is approximately $1,765.00
Investing in this additonal $1,765.00 for 20 years would give you extra $112,971.00, assuming a 10% annual return.

XPT PARTNERS 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, XPT PARTNERS 401(K) PLAN allocates $593,098.00 to match its employees' contributions, providing an employer match rate of 32.30% of their contributions

XPT PARTNERS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of XPT PARTNERS 401(K) PLAN is 51.86%.

XPT PARTNERS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for XPT PARTNERS 401(K) PLAN is 25.30%. This measures the effectiveness of the plan participants' investments in the year.

XPT PARTNERS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of XPT PARTNERS 401(K) PLAN is 0.38%.

Enrollment Features

XPT PARTNERS 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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