FOSBROOKE, INC. RETIREMENT TRUST
Plan Contact
- Address: 735 W. GRAND AVE.,PHOENIX,AZ
- Contact person: JULIE SALOMONE
- Phone: (908) 487-1696
Plan General Information
FOSBROOKE, INC. RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of FOSBROOKE, INC. RETIREMENT TRUST is $1,929,469.00.This plan was established in 2013.
FOSBROOKE, INC. RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in FOSBROOKE, INC. RETIREMENT TRUST is 144
FOSBROOKE, INC. RETIREMENT TRUST Average Participant Retirement Account Value
In 2017, the average participant retirement account value for FOSBROOKE, INC. RETIREMENT TRUST is $13,399.00
FOSBROOKE, INC. RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for FOSBROOKE, INC. RETIREMENT TRUST is $7,145.00.
FOSBROOKE, INC. RETIREMENT TRUST Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in FOSBROOKE, INC. RETIREMENT TRUST is approximately $2,633.00
Investing in this additonal $2,633.00 for 20 years would give you extra $168,531.00, assuming a 10% annual return.
Investing in this additonal $2,633.00 for 20 years would give you extra $168,531.00, assuming a 10% annual return.
FOSBROOKE, INC. RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2017, FOSBROOKE, INC. RETIREMENT TRUST allocates $379,195.00 to match its employees' contributions, providing an employer match rate of 73.70% of their contributions
FOSBROOKE, INC. RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of FOSBROOKE, INC. RETIREMENT TRUST is 112.46%.
FOSBROOKE, INC. RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for FOSBROOKE, INC. RETIREMENT TRUST is 18.50%. This measures the effectiveness of the plan participants' investments in the year.
FOSBROOKE, INC. RETIREMENT TRUST Expense Ratio
In 2017, the investment and administrative expense ratio of FOSBROOKE, INC. RETIREMENT TRUST is 0.65%.
Enrollment Features
FOSBROOKE, INC. RETIREMENT TRUST 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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