STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 1414 RALEIGH RD,,CHAPEL HILL,NC
- Contact person: EDWARD ROJAS
- Phone: (408) 887-2761
Plan General Information
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is $4,408,741.00.This plan was established in 2019.
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is 174
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is $25,337.00
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is $12,478.00.
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is approximately $2,178.00
Investing in this additonal $2,178.00 for 20 years would give you extra $139,394.00, assuming a 10% annual return.
Investing in this additonal $2,178.00 for 20 years would give you extra $139,394.00, assuming a 10% annual return.
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST allocates $378,978.00 to match its employees' contributions, providing an employer match rate of 34.91% of their contributions
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is 93.91%.
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is 16.85%. This measures the effectiveness of the plan participants' investments in the year.
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST is 0.32%.
Enrollment Features
STATES NEWSROOM 401(K) PROFIT SHARING PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
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 …