CAPSTONE CONCEPTS 401(K) PLAN

Plan Contact

  • Address: 6486 KINGSTON PIKE,KNOXVILLE,TN
  • Contact person: VALERIE BOLAR
  • Phone: (865) 231-9805

Plan General Information

CAPSTONE CONCEPTS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAPSTONE CONCEPTS 401(K) PLAN is $703,416.00.This plan was established in 2015.

CAPSTONE CONCEPTS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAPSTONE CONCEPTS 401(K) PLAN is 161

CAPSTONE CONCEPTS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAPSTONE CONCEPTS 401(K) PLAN is $4,369.00

CAPSTONE CONCEPTS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAPSTONE CONCEPTS 401(K) PLAN is $1,016.00.

CAPSTONE CONCEPTS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAPSTONE CONCEPTS 401(K) PLAN is 38.77%.

CAPSTONE CONCEPTS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAPSTONE CONCEPTS 401(K) PLAN is 18.89%. This measures the effectiveness of the plan participants' investments in the year.

CAPSTONE CONCEPTS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAPSTONE CONCEPTS 401(K) PLAN is 0.46%.

Enrollment Features

CAPSTONE CONCEPTS 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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