EFA PROCESSING LP 401(K) PLAN & TRUST

EIN: 208571568

Plan Overview & Key Metrics

EFA PROCESSING LP 401(K) PLAN & TRUST is a defined contribution retirement plan offered by EFA PROCESSING, LP. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

EFA PROCESSING LP 401(K) PLAN & TRUST Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of EFA PROCESSING LP 401(K) PLAN & TRUST is $586,813.00. This plan was established in 2005.

EFA PROCESSING LP 401(K) PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in EFA PROCESSING LP 401(K) PLAN & TRUST is 104.

EFA PROCESSING LP 401(K) PLAN & TRUST Average Participant Retirement Account Value

In 2013, the average participant retirement account value for EFA PROCESSING LP 401(K) PLAN & TRUST is $5,642.00

EFA PROCESSING LP 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for EFA PROCESSING LP 401(K) PLAN & TRUST is $1,718.00.

EFA PROCESSING LP 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of EFA PROCESSING LP 401(K) PLAN & TRUST is 5.54%.

EFA PROCESSING LP 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for EFA PROCESSING LP 401(K) PLAN & TRUST is 13.72%. This measures the effectiveness of the plan participants’ investments in the year.

EFA PROCESSING LP 401(K) PLAN & TRUST Expense Ratio

In 2013, the investment and administrative expense ratio of EFA PROCESSING LP 401(K) PLAN & TRUST is 0.09%.

*Data from public filings (2013) 208571568-001 (old).

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

EFA PROCESSING LP 401(K) PLAN & TRUST Contact Info:

Reach the plan administrator by phone:

  • Plan phone: (972) 464-4421

Please log in to view the contact name and other detailed contact information.

Enrollment & Brokerage Features

The following features describe how EFA PROCESSING LP 401(K) PLAN & TRUST handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

EFA PROCESSING LP 401(K) PLAN & TRUST 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.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of EFA PROCESSING LP 401(K) PLAN & TRUST:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

Get Key Insights for This Plan

Join our community and get data-driven insights about EFA PROCESSING LP 401(K) PLAN & TRUST. See how it compares to peer companies in fees, match generosity, and investment quality in its MyPlanIQ plan rating.

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Money headlines from this plan

These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.

  • Average plan assets per reported participant: $4,514
    Based on the 2013 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target.
  • Employee contributions per reported participant: $687
    Based on the 2013 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase.
  • Reported administrative expenses as a share of assets: 0.09%
    Based on the 2013 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.

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