CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN
Plan Contact
- Address: 301 YAMATO ROAD SUITE 3200,BOCA RATON,FL
- Contact person: SANDRA TAGLIAVIA
- Phone: (888) 855-3583
Plan General Information
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2016, the total retirement plan assets of CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is $1,162,249.00.This plan was established in 2011.
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2016, the total number of retirement plan participants in CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is 95
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2016, the average participant retirement account value for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is $12,234.00
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2016, the estimated average employee contribution amount per participant for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is $4,449.00.
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Estimated Average Employer Match
In 2016, the estimated average employer match for an employee in CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is approximately $403.00
Investing in this additonal $403.00 for 20 years would give you extra $25,846.00, assuming a 10% annual return.
Investing in this additonal $403.00 for 20 years would give you extra $25,846.00, assuming a 10% annual return.
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Total Employer Contribution and Match Rate
In 2016, CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN allocates $38,366.00 to match its employees' contributions, providing an employer match rate of 18.15% of their contributions
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2016, the total retirement plan asset growth rate of CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is 7.88%.
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2016, the estimated aggregate retirement account investment gain/loss for CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is 6.04%. This measures the effectiveness of the plan participants' investments in the year.
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN Expense Ratio
In 2016, the investment and administrative expense ratio of CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING PLAN is 0.39%.
Enrollment Features
CLIENT FIRST SETTLEMENT FUNDING, LLC 401(K) PROFIT SHARING 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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