ZELLE LLP PROFIT SHARING 401(K) PLAN

At the end of 2021, the total retirement plan assets of ZELLE LLP PROFIT SHARING 401(K) PLAN is $58,706,450.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in ZELLE LLP PROFIT SHARING 401(K) PLAN is 118

In 2021, the average participant retirement account value for ZELLE LLP PROFIT SHARING 401(K) PLAN is $497,512

In 2021, the estimated average employee contribution amount per participant for ZELLE LLP PROFIT SHARING 401(K) PLAN is $9,283

In 2021, the estimated average employer match for an employee in ZELLE LLP PROFIT SHARING 401(K) PLAN is approximately $13,230

In 2021, ZELLE LLP PROFIT SHARING 401(K) PLAN allocates $1,561,248 to match its employees’ contributions, providing an employer match rate of 142.53% of their contributions

In 2021, the total retirement plan asset growth rate of ZELLE LLP PROFIT SHARING 401(K) PLAN is 12.65%

In 2021, the estimated aggregate retirement account investment gain/loss for ZELLE LLP PROFIT SHARING 401(K) PLAN is 16.32%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of ZELLE LLP PROFIT SHARING 401(K) PLAN is 0.13%.

Enrollment Features

ZELLE LLP PROFIT SHARING 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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.