RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES
Plan Contact
- Address: 6303 COMMERCE SUITE 180,IRVING,TX
- Contact person: MINNA PAUL
- Phone: (214) 492-6006
Plan General Information
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Total Retirement Plan Assets
At the end of 2014, the total retirement plan assets of RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is $539,907.00.This plan was established in 2011.
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Total Number of Retirement Plan Participants
At the end of 2014, the total number of retirement plan participants in RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is 119
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Average Participant Retirement Account Value
In 2014, the average participant retirement account value for RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is $4,537.00
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Estimated Average Employee Contribution Amount
In 2014, the estimated average employee contribution amount per participant for RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is $3,173.00.
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Estimated Average Employer Match
In 2014, the estimated average employer match for an employee in RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is approximately $750.00
Investing in this additonal $750.00 for 20 years would give you extra $48,046.00, assuming a 10% annual return.
Investing in this additonal $750.00 for 20 years would give you extra $48,046.00, assuming a 10% annual return.
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Total Employer Contribution and Match Rate
In 2014, RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES allocates $89,337.00 to match its employees' contributions, providing an employer match rate of 47.32% of their contributions
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Total Retirement Plan Asset Growth Rate
In 2014, the total retirement plan asset growth rate of RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is -54.62%.
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Estimated Aggregate Retirement Account Investment Gain/Loss
In 2014, the estimated aggregate retirement account investment gain/loss for RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is 6.48%. This measures the effectiveness of the plan participants' investments in the year.
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES Expense Ratio
In 2014, the investment and administrative expense ratio of RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES is 2.75%.
Enrollment Features
RETREAT CAPITAL MANAGEMENT, INC. 401(K) PLAN DBA ALLSEC FINANCIAL SERVICES 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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