LEWIS JAMES, LLC 401(K)

Plan Contact

  • Address: 5280 AVALON BOULEVARD,,ALPHARETTA,GA
  • Contact person: LINDSAY TRACTENBERG
  • Phone: (770) 408-1090

Plan General Information

LEWIS JAMES, LLC 401(K) Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of LEWIS JAMES, LLC 401(K) is $454,369.00.This plan was established in 2015.

LEWIS JAMES, LLC 401(K) Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in LEWIS JAMES, LLC 401(K) is 181

LEWIS JAMES, LLC 401(K) Average Participant Retirement Account Value

In 2022, the average participant retirement account value for LEWIS JAMES, LLC 401(K) is $2,510.00

LEWIS JAMES, LLC 401(K) Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for LEWIS JAMES, LLC 401(K) is $1,134.00.

LEWIS JAMES, LLC 401(K) Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of LEWIS JAMES, LLC 401(K) is -11.22%.

LEWIS JAMES, LLC 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for LEWIS JAMES, LLC 401(K) is -19.57%. This measures the effectiveness of the plan participants' investments in the year.

LEWIS JAMES, LLC 401(K) Expense Ratio

In 2022, the investment and administrative expense ratio of LEWIS JAMES, LLC 401(K) is 0.32%.

Enrollment Features

LEWIS JAMES, LLC 401(K) 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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