FOUNDATION FOR THE CAROLINAS DC PLAN

Plan Contact

  • Address: 220 N TRYON ST,CHARLOTTE,NC
  • Contact person: DEBRA WATT
  • Phone: (704) 973-4500

Plan General Information

FOUNDATION FOR THE CAROLINAS DC PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of FOUNDATION FOR THE CAROLINAS DC PLAN is $24,346,357.00.This plan was established in 2003.

FOUNDATION FOR THE CAROLINAS DC PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in FOUNDATION FOR THE CAROLINAS DC PLAN is 211

FOUNDATION FOR THE CAROLINAS DC PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for FOUNDATION FOR THE CAROLINAS DC PLAN is $115,385.00

FOUNDATION FOR THE CAROLINAS DC PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for FOUNDATION FOR THE CAROLINAS DC PLAN is $5,306.00.

FOUNDATION FOR THE CAROLINAS DC PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in FOUNDATION FOR THE CAROLINAS DC PLAN is approximately $7,019.00
Investing in this additonal $7,019.00 for 20 years would give you extra $449,216.00, assuming a 10% annual return.

FOUNDATION FOR THE CAROLINAS DC PLAN Total Employer Contribution and Match Rate

In 2022, FOUNDATION FOR THE CAROLINAS DC PLAN allocates $1,481,012.00 to match its employees' contributions, providing an employer match rate of 141.32% of their contributions

FOUNDATION FOR THE CAROLINAS DC PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of FOUNDATION FOR THE CAROLINAS DC PLAN is -11.26%.

FOUNDATION FOR THE CAROLINAS DC PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for FOUNDATION FOR THE CAROLINAS DC PLAN is -14.14%. This measures the effectiveness of the plan participants' investments in the year.

FOUNDATION FOR THE CAROLINAS DC PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of FOUNDATION FOR THE CAROLINAS DC PLAN is 0.27%.

Enrollment Features

FOUNDATION FOR THE CAROLINAS DC PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.

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