FORWARD FINANCING LLC RETIREMENT PLAN

Plan Contact

  • Address: 53 STATE STREET - 20TH FLOOR,BOSTON,MA
  • Phone: (888) 244-9099

Plan General Information

FORWARD FINANCING LLC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FORWARD FINANCING LLC RETIREMENT PLAN is $12,813,356.00.This plan was established in 2015.

FORWARD FINANCING LLC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FORWARD FINANCING LLC RETIREMENT PLAN is 294

FORWARD FINANCING LLC RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FORWARD FINANCING LLC RETIREMENT PLAN is $43,582.00

FORWARD FINANCING LLC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FORWARD FINANCING LLC RETIREMENT PLAN is $9,773.00.

FORWARD FINANCING LLC RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FORWARD FINANCING LLC RETIREMENT PLAN is approximately $4,697.00
Investing in this additonal $4,697.00 for 20 years would give you extra $300,648.00, assuming a 10% annual return.

FORWARD FINANCING LLC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, FORWARD FINANCING LLC RETIREMENT PLAN allocates $1,381,104.00 to match its employees' contributions, providing an employer match rate of 66.66% of their contributions

FORWARD FINANCING LLC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FORWARD FINANCING LLC RETIREMENT PLAN is 54.82%.

FORWARD FINANCING LLC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FORWARD FINANCING LLC RETIREMENT PLAN is 19.68%. This measures the effectiveness of the plan participants' investments in the year.

FORWARD FINANCING LLC RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of FORWARD FINANCING LLC RETIREMENT PLAN is 0.68%.

Enrollment Features

FORWARD FINANCING LLC RETIREMENT 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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