LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN

Plan Contact

  • Address: PO BOX 1945,GREENEVILLE,TN
  • Contact person: CELESTE BENNETT
  • Phone: (240) 498-8574

Plan General Information

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is $945,667.00.This plan was established in 2007.

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is 269

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is $3,515.00

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is $829.00.

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is approximately $1,053.00
Investing in this additonal $1,053.00 for 20 years would give you extra $67,439.00, assuming a 10% annual return.

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Total Employer Contribution and Match Rate

In 2014, LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN allocates $283,458.00 to match its employees' contributions, providing an employer match rate of 254.16% of their contributions

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is 55.62%.

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is 3.84%. This measures the effectiveness of the plan participants' investments in the year.

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 401(K) PLAN is 1.97%.

Enrollment Features

LUSA ASSOCIATES, INC. & ULTIMA SERVICES CORPORATION 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.


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