INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN

Plan Contact

  • Address: 5613 DTC PARKWAY,,GREENWOOD VILLAGE,CO
  • Phone: (303) 337-0400

Plan General Information

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is $46,720,244.00.This plan was established in 2001.

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is 285

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is $163,930.00

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is $7,690.00.

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is approximately $2,012.00
Investing in this additonal $2,012.00 for 20 years would give you extra $128,789.00, assuming a 10% annual return.

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN allocates $573,517.00 to match its employees' contributions, providing an employer match rate of 24.73% of their contributions

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is 17.22%.

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is 15.30%. This measures the effectiveness of the plan participants' investments in the year.

INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of INTEGRATED FINANCIAL SETTLEMENTS, INC. 401(K) PLAN is 0.24%.

Enrollment Features

INTEGRATED FINANCIAL SETTLEMENTS, INC. 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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