HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST

Plan Contact

  • Address: 500 W 13TH ST,FORT WORTH,TX
  • Contact person: KIM SMITH
  • Phone: (817) 347-6959

Plan General Information

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is $121,381,693.00.This plan was established in 1993.

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is 2364

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is $51,345.00

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is $8,965.00.

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is 26.88%.

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is 16.75%. This measures the effectiveness of the plan participants' investments in the year.

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST is 0.08%.

Enrollment Features

HIGGINBOTHAM INSURANCE AGENCY, INC. SAVINGS AND INVESTMENT PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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