AGEMARK RETIREMENT SAVINGS PLAN I

Overview

Plan Contact

  • Address: 25 AVENIDA DE ORINDA,ORINDA,CA
  • Contact person: LISA GRAHAM
  • Phone: (402) 242-6317

Plan General Information


At the end of 2022, the total retirement plan assets of AGEMARK RETIREMENT SAVINGS PLAN I is $168,394.This plan was established in 2008.

At the end of 2022, the total number of retirement plan participants in AGEMARK RETIREMENT SAVINGS PLAN I is 501

In 2022, the average participant retirement account value for AGEMARK RETIREMENT SAVINGS PLAN I is $336

In 2022, the estimated average employee contribution amount per participant for AGEMARK RETIREMENT SAVINGS PLAN I is $339

In 2022, the estimated average employer match for an employee in AGEMARK RETIREMENT SAVINGS PLAN I is approximately $145

In 2022, AGEMARK RETIREMENT SAVINGS PLAN I allocates $73,052 to match its employees’ contributions, providing an employer match rate of 41.03% of their contributions

In 2022, the total retirement plan asset growth rate of AGEMARK RETIREMENT SAVINGS PLAN I is -96.54%

In 2022, the estimated aggregate retirement account investment gain/loss for AGEMARK RETIREMENT SAVINGS PLAN I is -95.36%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of AGEMARK RETIREMENT SAVINGS PLAN I is 20.22%.

Enrollment Features

AGEMARK RETIREMENT SAVINGS PLAN I has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.