SARD VERBINNEN & CO., LLC 401(K) PLAN

At the end of 2021, the total retirement plan assets of SARD VERBINNEN & CO., LLC 401(K) PLAN is $70,412,763.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in SARD VERBINNEN & CO., LLC 401(K) PLAN is 226

In 2021, the average participant retirement account value for SARD VERBINNEN & CO., LLC 401(K) PLAN is $311,560

In 2021, the estimated average employee contribution amount per participant for SARD VERBINNEN & CO., LLC 401(K) PLAN is $11,776

In 2021, the estimated average employer match for an employee in SARD VERBINNEN & CO., LLC 401(K) PLAN is approximately $5,372

In 2021, SARD VERBINNEN & CO., LLC 401(K) PLAN allocates $1,214,295 to match its employees’ contributions, providing an employer match rate of 45.62% of their contributions

In 2021, the total retirement plan asset growth rate of SARD VERBINNEN & CO., LLC 401(K) PLAN is 24.31%

In 2021, the estimated aggregate retirement account investment gain/loss for SARD VERBINNEN & CO., LLC 401(K) PLAN is 17.94%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of SARD VERBINNEN & CO., LLC 401(K) PLAN is 0.01%.

Enrollment Features

SARD VERBINNEN & CO., LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.