JONES/COVEY GROUP, INC. 401(K) PLAN
Plan Contact
- Address: 9595 LUCAS RANCH ROAD,RANCHO CUCAMONGA,CA
- Contact person: JAMES CHAMBERLAIN
- Phone: (909) 972-7581
Plan General Information
JONES/COVEY GROUP, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of JONES/COVEY GROUP, INC. 401(K) PLAN is $3,926,796.00.This plan was established in 2016.
JONES/COVEY GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in JONES/COVEY GROUP, INC. 401(K) PLAN is 243
JONES/COVEY GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for JONES/COVEY GROUP, INC. 401(K) PLAN is $16,159.00
JONES/COVEY GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for JONES/COVEY GROUP, INC. 401(K) PLAN is $3,385.00.
JONES/COVEY GROUP, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in JONES/COVEY GROUP, INC. 401(K) PLAN is approximately $19.00
Investing in this additonal $19.00 for 20 years would give you extra $1,253.00, assuming a 10% annual return.
Investing in this additonal $19.00 for 20 years would give you extra $1,253.00, assuming a 10% annual return.
JONES/COVEY GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, JONES/COVEY GROUP, INC. 401(K) PLAN allocates $4,759.00 to match its employees' contributions, providing an employer match rate of 0.66% of their contributions
JONES/COVEY GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of JONES/COVEY GROUP, INC. 401(K) PLAN is 16.52%.
JONES/COVEY GROUP, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for JONES/COVEY GROUP, INC. 401(K) PLAN is 16.90%. This measures the effectiveness of the plan participants' investments in the year.
JONES/COVEY GROUP, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of JONES/COVEY GROUP, INC. 401(K) PLAN is 0.90%.
Enrollment Features
JONES/COVEY GROUP, INC. 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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