UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN

Plan Contact

  • Address: 1546 SOUTH 4650 WEST,SALT LAKE CITY,UT
  • Contact person: JEFF ERICKSON
  • Phone: (801) 428-6623

Plan General Information

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is $320,841.00.This plan was established in 2008.

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is 108

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is $2,970.00

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is $504.00.

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is -12.36%.

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is -5.70%. This measures the effectiveness of the plan participants' investments in the year.

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN is 0.24%.

Enrollment Features

UPPERCASE LIVING, LLC 401(K) AND PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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