HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN

Plan Contact

  • Address: 5950 BERKSHIRE LANE,,DALLAS,TX
  • Contact person: LESLYN BRADY
  • Phone: (972) 241-8300

Plan General Information

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is $9,166,809.00.This plan was established in 1996.

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is 219

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is $41,857.00

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is $4,244.00.

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is approximately $889.00
Investing in this additonal $889.00 for 20 years would give you extra $56,912.00, assuming a 10% annual return.

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN allocates $194,747.00 to match its employees' contributions, providing an employer match rate of 22.71% of their contributions

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is 0.62%.

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is 12.45%. This measures the effectiveness of the plan participants' investments in the year.

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN is 0.46%.

Enrollment Features

HOLT LUNSFORD COMMERICAL, INC. 401(K) PLAN has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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