GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 6807 US HIGHWAY 62,BARDWELL,KY
  • Contact person: JENNIFER QUILLEN
  • Phone: (270) 642-2700

Plan General Information

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is $3,745,935.00.This plan was established in 2017.

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is 281

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is $13,330.00

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is $2,011.00.

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is approximately $1,061.00
Investing in this additonal $1,061.00 for 20 years would give you extra $67,956.00, assuming a 10% annual return.

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST allocates $298,371.00 to match its employees' contributions, providing an employer match rate of 61.81% of their contributions

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is 41.37%.

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is 18.87%. This measures the effectiveness of the plan participants' investments in the year.

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST is 0.25%.

Enrollment Features

GRACELAND MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & 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.


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 …