FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT
Plan Contact
- Address: 360 KINGSLEY PARK DRIVE STE 100,FORT MILL,SC
- Contact person: DONNA COGGINS
- Phone: (704) 816-8000
Plan General Information
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is $20,236,393.00.This plan was established in 2010.
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is 245
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Average Participant Retirement Account Value
In 2023, the average participant retirement account value for FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is $82,597.00
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is $12,204.00.
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is approximately $1,632.00
Investing in this additonal $1,632.00 for 20 years would give you extra $104,489.00, assuming a 10% annual return.
Investing in this additonal $1,632.00 for 20 years would give you extra $104,489.00, assuming a 10% annual return.
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Total Employer Contribution and Match Rate
In 2023, FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT allocates $400,000.00 to match its employees' contributions, providing an employer match rate of 15.46% of their contributions
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is 28.50%.
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is 17.84%. This measures the effectiveness of the plan participants' investments in the year.
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT Expense Ratio
In 2023, the investment and administrative expense ratio of FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT is 0.14%.
Enrollment Features
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT 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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