FORESITE GROUP, LLC 401(K) PLAN

Plan Contact

  • Address: 3740 DAVINCI CT,,PEACHTREE CORNERS,GA
  • Contact person: KAT TARVER
  • Phone: (770) 368-1399

Plan General Information

FORESITE GROUP, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of FORESITE GROUP, LLC 401(K) PLAN is $10,615,991.00.This plan was established in 2005.

FORESITE GROUP, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in FORESITE GROUP, LLC 401(K) PLAN is 214

FORESITE GROUP, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for FORESITE GROUP, LLC 401(K) PLAN is $49,607.00

FORESITE GROUP, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for FORESITE GROUP, LLC 401(K) PLAN is $11,407.00.

FORESITE GROUP, LLC 401(K) PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in FORESITE GROUP, LLC 401(K) PLAN is approximately $1,490.00
Investing in this additonal $1,490.00 for 20 years would give you extra $95,387.00, assuming a 10% annual return.

FORESITE GROUP, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2020, FORESITE GROUP, LLC 401(K) PLAN allocates $318,953.00 to match its employees' contributions, providing an employer match rate of 26.13% of their contributions

FORESITE GROUP, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of FORESITE GROUP, LLC 401(K) PLAN is 15.51%.

FORESITE GROUP, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for FORESITE GROUP, LLC 401(K) PLAN is 17.07%. This measures the effectiveness of the plan participants' investments in the year.

FORESITE GROUP, LLC 401(K) PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of FORESITE GROUP, LLC 401(K) PLAN is 0.41%.

Enrollment Features

FORESITE GROUP, LLC 401(K) PLAN 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 ...