TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN

At the end of 2022, the total retirement plan assets of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $3,007,957.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 211

In 2022, the average participant retirement account value for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $14,255

In 2022, the estimated average employee contribution amount per participant for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is $1,702

In 2022, the estimated average employer match for an employee in TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is approximately $662

In 2022, TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN allocates $139,891 to match its employees’ contributions, providing an employer match rate of 43.82% of their contributions

In 2022, the total retirement plan asset growth rate of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is -10.02%

In 2022, the estimated aggregate retirement account investment gain/loss for TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is -13.80%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS PLAN is 1.02%.

Enrollment Features

TARBELL MANAGEMENT GROUP, LLC EMPLOYEE SAVINGS 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.