FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN

Plan Contact

  • Address: 13155 NOEL ROAD, SUITE 1000,,DALLAS,TX
  • Contact person: ANGELA CORKRAN
  • Phone: (972) 934-9100

Plan General Information

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is $18,747,213.00.This plan was established in 2022.

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is 164

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is $114,312.00

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is $6,133.00.

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is approximately $1,577.00
Investing in this additonal $1,577.00 for 20 years would give you extra $100,956.00, assuming a 10% annual return.

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN allocates $258,702.00 to match its employees' contributions, providing an employer match rate of 25.72% of their contributions

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is 15.54%.

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is 12.79%. This measures the effectiveness of the plan participants' investments in the year.

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN is 0.30%.

Enrollment Features

FEE, SMITH, SHARP & VITULLO, L.L.P. 401(K) PLAN 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.

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