INFOVERITY RETIREMENT TRUST
Plan Contact
- Address: 5131 POST ROAD, SUITE 220,DUBLIN,OH
- Contact person: MATT WIENKE
- Phone: (614) 310-1709
Plan General Information
INFOVERITY RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of INFOVERITY RETIREMENT TRUST is $15,193,567.00.This plan was established in 2011.
INFOVERITY RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in INFOVERITY RETIREMENT TRUST is 193
INFOVERITY RETIREMENT TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for INFOVERITY RETIREMENT TRUST is $78,723.00
INFOVERITY RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for INFOVERITY RETIREMENT TRUST is $19,345.00.
INFOVERITY RETIREMENT TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in INFOVERITY RETIREMENT TRUST is approximately $4,495.00
Investing in this additonal $4,495.00 for 20 years would give you extra $287,705.00, assuming a 10% annual return.
Investing in this additonal $4,495.00 for 20 years would give you extra $287,705.00, assuming a 10% annual return.
INFOVERITY RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2023, INFOVERITY RETIREMENT TRUST allocates $867,612.00 to match its employees' contributions, providing an employer match rate of 46.48% of their contributions
INFOVERITY RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of INFOVERITY RETIREMENT TRUST is 43.06%.
INFOVERITY RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for INFOVERITY RETIREMENT TRUST is 18.69%. This measures the effectiveness of the plan participants' investments in the year.
INFOVERITY RETIREMENT TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of INFOVERITY RETIREMENT TRUST is 0.04%.
Enrollment Features
INFOVERITY 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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