ZUPAN STORES SAVINGS & INVESTMENT PLAN

Overview

Plan Contact

  • Address: 5711 S HOOD AVE,,PORTLAND,OR
  • Contact person: MARIT CADWELL
  • Phone: (360) 737-2728

Plan General Information


At the end of 2022, the total retirement plan assets of ZUPAN STORES SAVINGS & INVESTMENT PLAN is $8,374,564.This plan was established in 1991.

At the end of 2022, the total number of retirement plan participants in ZUPAN STORES SAVINGS & INVESTMENT PLAN is 253

In 2022, the average participant retirement account value for ZUPAN STORES SAVINGS & INVESTMENT PLAN is $33,101

In 2022, the estimated average employee contribution amount per participant for ZUPAN STORES SAVINGS & INVESTMENT PLAN is $2,015

In 2022, the estimated average employer match for an employee in ZUPAN STORES SAVINGS & INVESTMENT PLAN is approximately $758

In 2022, ZUPAN STORES SAVINGS & INVESTMENT PLAN allocates $192,014 to match its employees’ contributions, providing an employer match rate of 35.94% of their contributions

In 2022, the total retirement plan asset growth rate of ZUPAN STORES SAVINGS & INVESTMENT PLAN is -12.16%

In 2022, the estimated aggregate retirement account investment gain/loss for ZUPAN STORES SAVINGS & INVESTMENT PLAN is -16.56%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZUPAN STORES SAVINGS & INVESTMENT PLAN is 0.05%.

Enrollment Features

ZUPAN STORES SAVINGS & INVESTMENT 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.