ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN

Plan Contact

  • Address: 311 SINCLAIR ST,BRISTOL,PA
  • Contact person: MARY TAYLOR
  • Phone: (215) 486-3215

Plan General Information

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is $478,065.00.This plan was established in 2011.

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is 535

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is $893.00

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is $1,451.00.

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is approximately $113.00
Investing in this additonal $113.00 for 20 years would give you extra $7,239.00, assuming a 10% annual return.

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2012, ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN allocates $60,521.00 to match its employees' contributions, providing an employer match rate of 15.59% of their contributions

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is 877.28%.

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is 9.75%. This measures the effectiveness of the plan participants' investments in the year.

ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of ASSET MANAGEMENT SPECIALISTS, INC. 401(K) PLAN is 0.49%.

Enrollment Features

ASSET MANAGEMENT SPECIALISTS, INC. 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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