PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST
- Address: 104 MULL ST,MORGANTON,NC
- Contact person: ANTHONY MONJURE
- Phone: (828) 437-8000
| Investment Options of PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST (as of 2022) |
|---|
| PRINCIPAL STABLE VALUE FUND (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2015 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2020 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2025 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2030 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| Click for all funds ↓↓↓ |
| PRIN LIFETIME HY 2035 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2040 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2045 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2050 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2055 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2060 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HY 2065 CIT Z55 (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST 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.
At the end of 2022, the total retirement plan assets of PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is $1,687,071.00.This plan was established in 2016.
At the end of 2022, the total number of retirement plan participants in PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is 338
In 2022, the average participant retirement account value for PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is $4,991.00
In 2022, the estimated average employee contribution amount per participant for PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is $1,179.00
In 2022, the estimated average employer match for an employee in PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is approximately $512.00
In 2022, PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST allocates $173,280.00 to match its employees' contributions, providing an employer match rate of 45.56% of their contributions
In 2022, the total retirement plan asset growth rate of PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is 104.10%
In 2022, the estimated aggregate retirement account investment gain/loss for PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is -13.72%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST is 1.47%.
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