12 OAKS MANAGEMENT SERVICES IN

Plan Contact

  • Address: 12221 MERIT DR STE 800,DALLAS,TX
  • Contact person: 12 OAKS MANAGEMENT SERVICES IN
  • Phone: (214) 871-2155

Plan General Information

12 OAKS MANAGEMENT SERVICES IN Total Retirement Plan Assets

At the end of 2009, the total retirement plan assets of 12 OAKS MANAGEMENT SERVICES IN is $750,531.00.This plan was established in 2001.

12 OAKS MANAGEMENT SERVICES IN Total Number of Retirement Plan Participants

At the end of 2009, the total number of retirement plan participants in 12 OAKS MANAGEMENT SERVICES IN is 232

12 OAKS MANAGEMENT SERVICES IN Average Participant Retirement Account Value

In 2009, the average participant retirement account value for 12 OAKS MANAGEMENT SERVICES IN is $3,235.00

12 OAKS MANAGEMENT SERVICES IN Estimated Average Employee Contribution Amount

In 2009, the estimated average employee contribution amount per participant for 12 OAKS MANAGEMENT SERVICES IN is $1,369.00.

12 OAKS MANAGEMENT SERVICES IN Estimated Average Employer Match

In 2009, the estimated average employer match for an employee in 12 OAKS MANAGEMENT SERVICES IN is approximately $170.00
Investing in this additonal $170.00 for 20 years would give you extra $10,927.00, assuming a 10% annual return.

12 OAKS MANAGEMENT SERVICES IN Total Employer Contribution and Match Rate

In 2009, 12 OAKS MANAGEMENT SERVICES IN allocates $39,613.00 to match its employees' contributions, providing an employer match rate of 24.94% of their contributions

12 OAKS MANAGEMENT SERVICES IN Total Retirement Plan Asset Growth Rate

In 2009, the total retirement plan asset growth rate of 12 OAKS MANAGEMENT SERVICES IN is 59.89%.

12 OAKS MANAGEMENT SERVICES IN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2009, the estimated aggregate retirement account investment gain/loss for 12 OAKS MANAGEMENT SERVICES IN is 29.37%. This measures the effectiveness of the plan participants' investments in the year.

12 OAKS MANAGEMENT SERVICES IN Expense Ratio

In 2009, the investment and administrative expense ratio of 12 OAKS MANAGEMENT SERVICES IN is 0.74%.

Enrollment Features

12 OAKS MANAGEMENT SERVICES IN 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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