CAROLINA COMFORT AIR 401(K) PLAN

Plan Contact

  • Address: 5212 US HIGHWAY 70 BUSINESS WEST,CLAYTON,NC
  • Contact person: MELANIE JOHNSON
  • Phone: (919) 550-7711

Plan General Information

CAROLINA COMFORT AIR 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAROLINA COMFORT AIR 401(K) PLAN is $1,974,773.00.This plan was established in 2014.

CAROLINA COMFORT AIR 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAROLINA COMFORT AIR 401(K) PLAN is 266

CAROLINA COMFORT AIR 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAROLINA COMFORT AIR 401(K) PLAN is $7,423.00

CAROLINA COMFORT AIR 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAROLINA COMFORT AIR 401(K) PLAN is $1,326.00.

CAROLINA COMFORT AIR 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAROLINA COMFORT AIR 401(K) PLAN is approximately $346.00
Investing in this additonal $346.00 for 20 years would give you extra $22,169.00, assuming a 10% annual return.

CAROLINA COMFORT AIR 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CAROLINA COMFORT AIR 401(K) PLAN allocates $92,140.00 to match its employees' contributions, providing an employer match rate of 29.00% of their contributions

CAROLINA COMFORT AIR 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAROLINA COMFORT AIR 401(K) PLAN is 25.93%.

CAROLINA COMFORT AIR 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAROLINA COMFORT AIR 401(K) PLAN is 14.39%. This measures the effectiveness of the plan participants' investments in the year.

CAROLINA COMFORT AIR 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAROLINA COMFORT AIR 401(K) PLAN is 0.94%.

Enrollment Features

CAROLINA COMFORT AIR 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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