FOUNDATION FINANCIAL GROUP, 401(K) PLAN

Plan Contact

  • Address: 225 WATER STREET SUITE 2100,JACKSONVILLE,FL
  • Contact person: TANYA MAURO
  • Phone: (904) 861-0703

Plan General Information

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of FOUNDATION FINANCIAL GROUP, 401(K) PLAN is $1,110,711.00.This plan was established in 2004.

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in FOUNDATION FINANCIAL GROUP, 401(K) PLAN is 266

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for FOUNDATION FINANCIAL GROUP, 401(K) PLAN is $4,175.00

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for FOUNDATION FINANCIAL GROUP, 401(K) PLAN is $2,680.00.

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in FOUNDATION FINANCIAL GROUP, 401(K) PLAN is approximately $563.00
Investing in this additonal $563.00 for 20 years would give you extra $36,095.00, assuming a 10% annual return.

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Total Employer Contribution and Match Rate

In 2012, FOUNDATION FINANCIAL GROUP, 401(K) PLAN allocates $150,022.00 to match its employees' contributions, providing an employer match rate of 42.08% of their contributions

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of FOUNDATION FINANCIAL GROUP, 401(K) PLAN is 74.87%.

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for FOUNDATION FINANCIAL GROUP, 401(K) PLAN is 8.53%. This measures the effectiveness of the plan participants' investments in the year.

FOUNDATION FINANCIAL GROUP, 401(K) PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of FOUNDATION FINANCIAL GROUP, 401(K) PLAN is 0.42%.

Enrollment Features

FOUNDATION FINANCIAL GROUP, 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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