LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST
Plan Contact
- Address: 200 SANDPOINTE AVE STE 800,SANTA ANA,CA
- Contact person: LISA SAVOY
- Phone: (714) 241-8855
Plan General Information
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is $1,715,120.00.This plan was established in 2002.
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is 226
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Average Participant Retirement Account Value
In 2017, the average participant retirement account value for LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is $7,589.00
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is $3,060.00.
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is 38.30%.
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is 22.59%. This measures the effectiveness of the plan participants' investments in the year.
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST Expense Ratio
In 2017, the investment and administrative expense ratio of LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST is 0.81%.
Enrollment Features
LENOX FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN &TRUST 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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