STORIED MANAGEMENT 401(K) PLAN

Plan Contact

  • Address: P.O. BOX 4349,PARK CITY,UT
  • Contact person: DANA KEELE
  • Phone: (435) 333-3053

Plan General Information

STORIED MANAGEMENT 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STORIED MANAGEMENT 401(K) PLAN is $2,504,227.00.This plan was established in 2017.

STORIED MANAGEMENT 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STORIED MANAGEMENT 401(K) PLAN is 227

STORIED MANAGEMENT 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STORIED MANAGEMENT 401(K) PLAN is $11,031.00

STORIED MANAGEMENT 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STORIED MANAGEMENT 401(K) PLAN is $2,184.00.

STORIED MANAGEMENT 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STORIED MANAGEMENT 401(K) PLAN is 36.46%.

STORIED MANAGEMENT 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STORIED MANAGEMENT 401(K) PLAN is 14.98%. This measures the effectiveness of the plan participants' investments in the year.

STORIED MANAGEMENT 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STORIED MANAGEMENT 401(K) PLAN is 0.61%.

Enrollment Features

STORIED MANAGEMENT 401(K) PLAN 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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