5812 INVESTMENT GROUP, LLC 401(K) PLAN

Plan Contact

  • Address: 4400 EASTON COMMONS,,COLUMBUS,OH
  • Contact person: DAWN ELIAS
  • Phone: (380) 201-1221

Plan General Information

5812 INVESTMENT GROUP, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 5812 INVESTMENT GROUP, LLC 401(K) PLAN is $2,866,804.00.This plan was established in 2012.

5812 INVESTMENT GROUP, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 5812 INVESTMENT GROUP, LLC 401(K) PLAN is 415

5812 INVESTMENT GROUP, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 5812 INVESTMENT GROUP, LLC 401(K) PLAN is $6,907.00

5812 INVESTMENT GROUP, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 5812 INVESTMENT GROUP, LLC 401(K) PLAN is $1,486.00.

5812 INVESTMENT GROUP, LLC 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 5812 INVESTMENT GROUP, LLC 401(K) PLAN is approximately $442.00
Investing in this additonal $442.00 for 20 years would give you extra $28,314.00, assuming a 10% annual return.

5812 INVESTMENT GROUP, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, 5812 INVESTMENT GROUP, LLC 401(K) PLAN allocates $183,600.00 to match its employees' contributions, providing an employer match rate of 37.55% of their contributions

5812 INVESTMENT GROUP, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 5812 INVESTMENT GROUP, LLC 401(K) PLAN is 33.11%.

5812 INVESTMENT GROUP, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 5812 INVESTMENT GROUP, LLC 401(K) PLAN is 17.09%. This measures the effectiveness of the plan participants' investments in the year.

5812 INVESTMENT GROUP, LLC 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of 5812 INVESTMENT GROUP, LLC 401(K) PLAN is 0.31%.

Enrollment Features

5812 INVESTMENT GROUP, LLC 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.

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