COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN
Plan Contact
- Address: 2100 W. WALNUT HILL LANE, STE. 300,IRVING,TX
- Contact person: KAREN NICOLAOU
- Phone: (972) 753-0822
Plan General Information
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is $5,745,741.00.This plan was established in 2000.
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is 468
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is $12,277.00
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is $879.00.
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is approximately $155.00
Investing in this additonal $155.00 for 20 years would give you extra $9,977.00, assuming a 10% annual return.
Investing in this additonal $155.00 for 20 years would give you extra $9,977.00, assuming a 10% annual return.
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Total Employer Contribution and Match Rate
In 2023, COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN allocates $72,961.00 to match its employees' contributions, providing an employer match rate of 14.66% of their contributions
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is 10.05%.
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is 15.60%. This measures the effectiveness of the plan participants' investments in the year.
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT PLAN is 0.50%.
Enrollment Features
COTTONWOOD FINANCIAL ADMINISTRATIVE SERVICES, LLC EMPLOYEE 401(K) INVESTMENT 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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