Select Page

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART

Plan Contact

  • Address: 300 NORTH MAIN STREET,GREENVILLE,SC
  • Contact person: CHRISTINA BROXTERMAN
  • Phone: (864) 241-1900

Plan General Information

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is $221,764,297.00.This plan was established in 1980.

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is 2782

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is $79,713.00

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is approximately $5,021.00
Investing in this additonal $5,021.00 for 20 years would give you extra $321,352.00, assuming a 10% annual return.

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is 16.18%.

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is 17.91%. This measures the effectiveness of the plan participants' investments in the year.

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART Expense Ratio

In 2023, the investment and administrative expense ratio of PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART is 0.01%.

Enrollment Features

PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...