FREEDOM TRUST - CHATBOOKS INC.
Plan Contact
- Address: 4100 N CHAPEL RIDGE RD,,LEHI,UT
- Contact person: ANA VILA
- Phone: (385) 225-7585
Plan General Information
FREEDOM TRUST - CHATBOOKS INC. Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of FREEDOM TRUST - CHATBOOKS INC. is $1,422,615.00.This plan was established in 2022.
FREEDOM TRUST - CHATBOOKS INC. Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in FREEDOM TRUST - CHATBOOKS INC. is 166
FREEDOM TRUST - CHATBOOKS INC. Average Participant Retirement Account Value
In 2021, the average participant retirement account value for FREEDOM TRUST - CHATBOOKS INC. is $8,569.00
FREEDOM TRUST - CHATBOOKS INC. Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for FREEDOM TRUST - CHATBOOKS INC. is $2,565.00.
FREEDOM TRUST - CHATBOOKS INC. Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in FREEDOM TRUST - CHATBOOKS INC. is approximately $48.00
Investing in this additonal $48.00 for 20 years would give you extra $3,119.00, assuming a 10% annual return.
Investing in this additonal $48.00 for 20 years would give you extra $3,119.00, assuming a 10% annual return.
FREEDOM TRUST - CHATBOOKS INC. Total Employer Contribution and Match Rate
In 2021, FREEDOM TRUST - CHATBOOKS INC. allocates $8,090.00 to match its employees' contributions, providing an employer match rate of 1.90% of their contributions
FREEDOM TRUST - CHATBOOKS INC. Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of FREEDOM TRUST - CHATBOOKS INC. is 64.64%.
FREEDOM TRUST - CHATBOOKS INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for FREEDOM TRUST - CHATBOOKS INC. is 18.08%. This measures the effectiveness of the plan participants' investments in the year.
FREEDOM TRUST - CHATBOOKS INC. Expense Ratio
In 2021, the investment and administrative expense ratio of FREEDOM TRUST - CHATBOOKS INC. is 0.95%.
Enrollment Features
FREEDOM TRUST - CHATBOOKS INC. 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.
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