LOWERS RISK GROUP, LLC 401(K) PLAN
- Address: 125 EAST HIRST ROAD,,PURCELLVILLE,VA
- Contact person: RACHEL FRANKLIN
- Phone: (540) 338-7151
| Investment Options of LOWERS RISK GROUP, LLC 401(K) PLAN (as of 2022) |
|---|
| FLEXFIT+MOD 2025 I1 (WILMINGTON TRUST, N.A.) |
| FLEXFIT+MOD 2045 I1 (WILMINGTON TRUST, N.A.) |
| CORE PLUS BOND I1 (WILMINGTON TRUST, N.A.) |
| FLEXFIT+MOD RET I1 (WILMINGTON TRUST, N.A.) |
| FLEXFIT+AGGR 2045 I1 (WILMINGTON TRUST, N.A.) |
| Click for all funds ↓↓↓ |
| WT EMERGING MKTS I1 (WILMINGTON TRUST, N.A) |
| C&S US REALTY A (SEI TRUST COMPANY) |
| FLEXFIT+MOD 2055 I1 (WILMINGTON TRUST, N.A.) |
| FLEXFIT+MOD 2035 I1 (WILMINGTON TRUST, N.A.) |
| SMALL CAP GR II I1 (WILMINGTON TRUST, N.A.) |
| STABLE VALUE FUND I1 (WILMINGTON TRUST, N.A) |
| FLEXFIT+AGGR 2025 I1 (WILMINGTON TRUST, N.A.) |
| BLKRK EQUITY INDEX (WILMINGTON TRUST) |
| LARGE CP VALUE I1 (WILMINGTON TRUST, N.A.) |
| SMALL CAP VAL II I1 (WILMINGTON TRUST, N.A.) |
| INTERNATIONAL EQ I1 (WILMINGTON TRUST, N.A.) |
| BR US DEBT INDEX (WILMINGTON TRUST) |
| FLEXFIT+AGGR 2055 I1 (WILMINGTON TRUST, N.A.) |
LOWERS RISK GROUP, LLC 401(K) PLAN has the following features:
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
At the end of 2022, the total retirement plan assets of LOWERS RISK GROUP, LLC 401(K) PLAN is $5,816,449.00.This plan was established in 2007.
At the end of 2022, the total number of retirement plan participants in LOWERS RISK GROUP, LLC 401(K) PLAN is 653
In 2022, the average participant retirement account value for LOWERS RISK GROUP, LLC 401(K) PLAN is $8,907.00
In 2022, the estimated average employee contribution amount per participant for LOWERS RISK GROUP, LLC 401(K) PLAN is $1,590.00
In 2022, the estimated average employer match for an employee in LOWERS RISK GROUP, LLC 401(K) PLAN is approximately $411.00
In 2022, LOWERS RISK GROUP, LLC 401(K) PLAN allocates $268,897.00 to match its employees' contributions, providing an employer match rate of 28.35% of their contributions
In 2022, the total retirement plan asset growth rate of LOWERS RISK GROUP, LLC 401(K) PLAN is -33.08%
In 2022, the estimated aggregate retirement account investment gain/loss for LOWERS RISK GROUP, LLC 401(K) PLAN is -37.00%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of LOWERS RISK GROUP, LLC 401(K) PLAN is 1.02%.
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