ZELLE LLP PROFIT SHARING/401(K) PLAN

At the end of 2022, the total retirement plan assets of ZELLE LLP PROFIT SHARING/401(K) PLAN is $47,534,293.This plan was established in 1988.

At the end of 2022, the total number of retirement plan participants in ZELLE LLP PROFIT SHARING/401(K) PLAN is 119

In 2022, the average participant retirement account value for ZELLE LLP PROFIT SHARING/401(K) PLAN is $399,447

In 2022, the estimated average employee contribution amount per participant for ZELLE LLP PROFIT SHARING/401(K) PLAN is $19,794

In 2022, the estimated average employer match for an employee in ZELLE LLP PROFIT SHARING/401(K) PLAN is approximately $13,628

In 2022, ZELLE LLP PROFIT SHARING/401(K) PLAN allocates $1,621,808 to match its employees’ contributions, providing an employer match rate of 137.70% of their contributions

In 2022, the total retirement plan asset growth rate of ZELLE LLP PROFIT SHARING/401(K) PLAN is -19.03%

In 2022, the estimated aggregate retirement account investment gain/loss for ZELLE LLP PROFIT SHARING/401(K) PLAN is -17.72%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZELLE LLP PROFIT SHARING/401(K) PLAN is 0.13%.

Enrollment Features

ZELLE LLP PROFIT SHARING/401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.