EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC

Plan Contact

  • Address: 1684 MONROE DRIVE,ATLANTA,GA
  • Contact person: CHRIS COULTER
  • Phone: (541) 390-8107

Plan General Information

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is $287,044.00.This plan was established in 2018.

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is 475

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Average Participant Retirement Account Value

In 2022, the average participant retirement account value for EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is $604.00

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is $228.00.

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is approximately $51.00
Investing in this additonal $51.00 for 20 years would give you extra $3,276.00, assuming a 10% annual return.

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Total Employer Contribution and Match Rate

In 2022, EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC allocates $24,321.00 to match its employees' contributions, providing an employer match rate of 24.67% of their contributions

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is 9.52%.

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is -16.42%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC Expense Ratio

In 2022, the investment and administrative expense ratio of EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, LLC is 0.31%.

Enrollment Features

EMPLOYEE RETIREMENT PLAN FOR KENSINGTON HILL CAPITAL, 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 …