BLACK MOUNTAIN MANAGEMENT, LLC 401(K)

Plan Contact

  • Address: 420 COMMERCE ST,,FORT WORTH,TX
  • Contact person: CARMEN MENDOZA
  • Phone: (817) 529-9449

Plan General Information

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is $8,501,771.00.This plan was established in 2016.

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is 404

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Average Participant Retirement Account Value

In 2023, the average participant retirement account value for BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is $21,043.00

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is $5,536.00.

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is approximately $1,535.00
Investing in this additonal $1,535.00 for 20 years would give you extra $98,278.00, assuming a 10% annual return.

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Total Employer Contribution and Match Rate

In 2023, BLACK MOUNTAIN MANAGEMENT, LLC 401(K) allocates $620,385.00 to match its employees' contributions, providing an employer match rate of 55.47% of their contributions

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is 47.51%.

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is 18.40%. This measures the effectiveness of the plan participants' investments in the year.

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) Expense Ratio

In 2023, the investment and administrative expense ratio of BLACK MOUNTAIN MANAGEMENT, LLC 401(K) is 0.47%.

Enrollment Features

BLACK MOUNTAIN MANAGEMENT, LLC 401(K) has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …