CAPSTONE CONCEPTS 401(K) PLAN

  • Address: 6486 KINGSTON PIKE,KNOXVILLE,TN
  • Contact person: VALERIE BOLAR
  • Phone: (865) 231-9805
Investment Options of CAPSTONE CONCEPTS 401(K) PLAN (as of 2022)
PRIN GLBL EMERG MARKETS SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN DIVERSIFIED INTL SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LGCAP S&P 500 INDEX SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN SMALLCAP GROWTH I SA-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2020 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
Click for all funds ↓↓↓
PRIN LIFETIME 2030 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2040 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2050 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN HIGH INCOME SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2025 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2035 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2045 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2055 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2060 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)
PRIN LIFETIME 2065 SEP ACCT-R3 (PRINCIPAL LIFE INSURANCE COMPANY)

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.

At the end of 2022, the total retirement plan assets of CAPSTONE CONCEPTS 401(K) PLAN is $506,902.00.This plan was established in 2015.

At the end of 2022, the total number of retirement plan participants in CAPSTONE CONCEPTS 401(K) PLAN is 137

In 2022, the average participant retirement account value for CAPSTONE CONCEPTS 401(K) PLAN is $3,700.00

In 2022, the estimated average employee contribution amount per participant for CAPSTONE CONCEPTS 401(K) PLAN is $954.00

In 2022, the total retirement plan asset growth rate of CAPSTONE CONCEPTS 401(K) PLAN is 0.78%

In 2022, the estimated aggregate retirement account investment gain/loss for CAPSTONE CONCEPTS 401(K) PLAN is -17.61%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CAPSTONE CONCEPTS 401(K) PLAN is 0.64%.

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