ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN

At the end of 2022, the total retirement plan assets of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $25,064,389.This plan was established in 1993.

At the end of 2022, the total number of retirement plan participants in ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is 331

In 2022, the average participant retirement account value for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $75,723

In 2022, the estimated average employee contribution amount per participant for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is $6,590

In 2022, the total retirement plan asset growth rate of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is -15.01%

In 2022, the estimated aggregate retirement account investment gain/loss for ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is -18.87%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN is 0.28%.

Enrollment Features

ZACKS INVESTMENT RESEARCH, INC. 401(K) 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.