FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT

Plan Contact

  • Address: PO BOX 9043,LOUISVILLE,KY
  • Contact person: DAVID HOMM
  • Phone: (502) 363-2625

Plan General Information

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is $11,456,762.00.This plan was established in 2022.

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is 256

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Average Participant Retirement Account Value

In 2021, the average participant retirement account value for FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is $44,752.00

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is $1,606.00.

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is approximately $110.00
Investing in this additonal $110.00 for 20 years would give you extra $7,096.00, assuming a 10% annual return.

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Total Employer Contribution and Match Rate

In 2021, FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT allocates $28,387.00 to match its employees' contributions, providing an employer match rate of 6.90% of their contributions

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is 3.32%.

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is 16.51%. This measures the effectiveness of the plan participants' investments in the year.

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT Expense Ratio

In 2021, the investment and administrative expense ratio of FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT is 0.36%.

Enrollment Features

FABRICATED METALS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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 …