CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST

  • Address: 1600 EXECUTIVE PARKWAY, STE. 310,EUGENE,OR
  • Contact person: ERISA FIDUCIARY SERVICES
  • Phone: (541) 505-7444

CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2021, the total retirement plan assets of CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is $1,765,173.00.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is 361

In 2021, the average participant retirement account value for CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is $4,889.00

In 2021, the estimated average employee contribution amount per participant for CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is $627.00

In 2021, the estimated average employer match for an employee in CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is approximately $301.00

In 2021, CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST allocates $108,726.00 to match its employees' contributions, providing an employer match rate of 48.00% of their contributions

In 2021, the total retirement plan asset growth rate of CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is 17.31%

In 2021, the estimated aggregate retirement account investment gain/loss for CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is 12.03%. This measures the effectiveness of the plan participants' investments in the year.

In 2021, the investment and administrative expense ratio of CASSIEL INC 401(K) PROFIT SHARING PLAN & TRUST is 1.33%.

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