DATA TECH SYSTEMS, LLC

Plan Contact

  • Address: 500 ARCHDALE ROAD,CHARLOTTE,NC
  • Contact person: TAMMY RUSS
  • Phone: (704) 529-1600

Plan General Information

DATA TECH SYSTEMS, LLC Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of DATA TECH SYSTEMS, LLC is $2,490,782.00.This plan was established in 2007.

DATA TECH SYSTEMS, LLC Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in DATA TECH SYSTEMS, LLC is 197

DATA TECH SYSTEMS, LLC Average Participant Retirement Account Value

In 2015, the average participant retirement account value for DATA TECH SYSTEMS, LLC is $12,643.00

DATA TECH SYSTEMS, LLC Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for DATA TECH SYSTEMS, LLC is $2,983.00.

DATA TECH SYSTEMS, LLC Total Retirement Plan Asset Growth Rate

In 2015, the total retirement plan asset growth rate of DATA TECH SYSTEMS, LLC is 1.19%.

DATA TECH SYSTEMS, LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2015, the estimated aggregate retirement account investment gain/loss for DATA TECH SYSTEMS, LLC is -2.19%. This measures the effectiveness of the plan participants' investments in the year.

DATA TECH SYSTEMS, LLC Expense Ratio

In 2015, the investment and administrative expense ratio of DATA TECH SYSTEMS, LLC is 0.06%.

Enrollment Features

DATA TECH SYSTEMS, LLC 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 …