ZDG/HEC 401(K) PLAN
Overview
Plan Contact
- Address: 2122 WEST MT. VERNON AVENUE,MILWAUKEE,WI
- Contact person: TRACI MORTENSEN
- Phone: (414) 476-9500
Plan General Information
At the end of 2022, the total retirement plan assets of ZDG/HEC 401(K) PLAN is $10,505,305.This plan was established in 1998.
At the end of 2022, the total number of retirement plan participants in ZDG/HEC 401(K) PLAN is 140
In 2022, the average participant retirement account value for ZDG/HEC 401(K) PLAN is $75,037
In 2022, the estimated average employee contribution amount per participant for ZDG/HEC 401(K) PLAN is $5,248
In 2022, the estimated average employer match for an employee in ZDG/HEC 401(K) PLAN is approximately $297
In 2022, ZDG/HEC 401(K) PLAN allocates $41,683 to match its employees’ contributions, providing an employer match rate of 5.84% of their contributions
In 2022, the total retirement plan asset growth rate of ZDG/HEC 401(K) PLAN is -21.00%
In 2022, the estimated aggregate retirement account investment gain/loss for ZDG/HEC 401(K) PLAN is -14.34%. This measures the effectiveness of the plan participants’ investments in the year.
In 2022, the investment and administrative expense ratio of ZDG/HEC 401(K) PLAN is 0.64%.
Enrollment Features
ZDG/HEC 401(K) 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.