ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN

At the end of 2021, the total retirement plan assets of ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is $67,146,849.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is 428

In 2021, the average participant retirement account value for ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is $156,885

In 2021, the estimated average employee contribution amount per participant for ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is $4,910

In 2021, the estimated average employer match for an employee in ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is approximately $2,060

In 2021, ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN allocates $881,803 to match its employees’ contributions, providing an employer match rate of 41.95% of their contributions

In 2021, the total retirement plan asset growth rate of ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is 12.89%

In 2021, the estimated aggregate retirement account investment gain/loss for ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is 15.77%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS PLAN is 0.06%.

Enrollment Features

ALPS ALPINE NORTH AMERICA, INC. 401(K) SHARED SAVINGS 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.
    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.