CASE MANAGEMENT, INC. RETIREMENT PLAN

Plan Contact

  • Address: 3171 DIRECTORS ROW,MEMPHIS,TN
  • Contact person: CAROLYN LIGHTFOOT
  • Phone: (901) 821-5835

Plan General Information

CASE MANAGEMENT, INC. RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CASE MANAGEMENT, INC. RETIREMENT PLAN is $531,588.00.This plan was established in 2009.

CASE MANAGEMENT, INC. RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CASE MANAGEMENT, INC. RETIREMENT PLAN is 163

CASE MANAGEMENT, INC. RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CASE MANAGEMENT, INC. RETIREMENT PLAN is $3,261.00

CASE MANAGEMENT, INC. RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CASE MANAGEMENT, INC. RETIREMENT PLAN is $350.00.

CASE MANAGEMENT, INC. RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CASE MANAGEMENT, INC. RETIREMENT PLAN is 8.86%.

CASE MANAGEMENT, INC. RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CASE MANAGEMENT, INC. RETIREMENT PLAN is 14.26%. This measures the effectiveness of the plan participants' investments in the year.

CASE MANAGEMENT, INC. RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CASE MANAGEMENT, INC. RETIREMENT PLAN is 0.56%.

Enrollment Features

CASE MANAGEMENT, INC. RETIREMENT 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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