FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN

Plan Contact

  • Address: 333 UNION ST STE 400,NASHVILLE,TN
  • Contact person: JAMES BURCHETT
  • Phone: (615) 244-8060

Plan General Information

FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2010, the total number of retirement plan participants in FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN is 207

FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2010, the estimated average employee contribution amount per participant for FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN is $1,007.00.

FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN Estimated Average Employer Match

In 2010, the estimated average employer match for an employee in FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN is approximately $137.00
Investing in this additonal $137.00 for 20 years would give you extra $8,831.00, assuming a 10% annual return.

FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2010, FIRST MANAGEMENT SERVICES, INC. 401(K) PLAN allocates $28,563.00 to match its employees' contributions, providing an employer match rate of 27.39% of their contributions

Enrollment Features

FIRST MANAGEMENT SERVICES, INC. 401(K) 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …