CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST

Plan Contact

  • Address: 1019 39TH AVE SE STE 220,PUYALLUP,WA
  • Contact person: HELEN YOON
  • Phone: (206) 267-2650

Plan General Information

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is $5,284,201.00.This plan was established in 2010.

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is 151

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is $34,994.00

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is $6,353.00.

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is approximately $2,169.00
Investing in this additonal $2,169.00 for 20 years would give you extra $138,848.00, assuming a 10% annual return.

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Total Employer Contribution and Match Rate

In 2023, CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST allocates $327,596.00 to match its employees' contributions, providing an employer match rate of 47.52% of their contributions

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is 65.17%.

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is 20.59%. This measures the effectiveness of the plan participants' investments in the year.

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST is 0.31%.

Enrollment Features

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST 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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