CFA 401(K) SAVINGS AND RETIREMENT PLAN

Plan Contact

  • Address: 551 NORFOLK ST STE 100,AURORA,CO
  • Contact person: LAUREN DAVIS
  • Phone: (303) 341-5035

Plan General Information

CFA 401(K) SAVINGS AND RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2010, the total retirement plan assets of CFA 401(K) SAVINGS AND RETIREMENT PLAN is $3,948,117.00.This plan was established in 1998.

CFA 401(K) SAVINGS AND RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in CFA 401(K) SAVINGS AND RETIREMENT PLAN is 123

CFA 401(K) SAVINGS AND RETIREMENT PLAN Average Participant Retirement Account Value

In 2010, the average participant retirement account value for CFA 401(K) SAVINGS AND RETIREMENT PLAN is $32,098.00

CFA 401(K) SAVINGS AND RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for CFA 401(K) SAVINGS AND RETIREMENT PLAN is $2,616.00.

CFA 401(K) SAVINGS AND RETIREMENT PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in CFA 401(K) SAVINGS AND RETIREMENT PLAN is approximately $1,264.00
Investing in this additonal $1,264.00 for 20 years would give you extra $80,924.00, assuming a 10% annual return.

CFA 401(K) SAVINGS AND RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2010, CFA 401(K) SAVINGS AND RETIREMENT PLAN allocates $155,527.00 to match its employees' contributions, providing an employer match rate of 96.67% of their contributions

CFA 401(K) SAVINGS AND RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2010, the total retirement plan asset growth rate of CFA 401(K) SAVINGS AND RETIREMENT PLAN is 16.87%.

CFA 401(K) SAVINGS AND RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2010, the estimated aggregate retirement account investment gain/loss for CFA 401(K) SAVINGS AND RETIREMENT PLAN is 14.49%. This measures the effectiveness of the plan participants' investments in the year.

CFA 401(K) SAVINGS AND RETIREMENT PLAN Expense Ratio

In 2010, the investment and administrative expense ratio of CFA 401(K) SAVINGS AND RETIREMENT PLAN is 0.18%.

Enrollment Features

CFA 401(K) SAVINGS AND RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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