T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

  • Address: 480 OLDE WORTHINGTON ROAD SUITE 300,WESTERVILLE,OH
  • Contact person: ERISA FIDUCIARY SERVICES
  • Phone: (614) 918-0055

T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & 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 T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is $8,032,392.00.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is 650

In 2022, the average participant retirement account value for T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is $12,357.00

In 2022, the estimated average employee contribution amount per participant for T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is $5,349.00

In 2022, the estimated average employer match for an employee in T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is approximately $1,516.00

In 2022, T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST allocates $985,516.00 to match its employees' contributions, providing an employer match rate of 35.95% of their contributions

In 2022, the total retirement plan asset growth rate of T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is 18.15%

In 2022, the estimated aggregate retirement account investment gain/loss for T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is -19.27%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST is 0.61%.

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