PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN
Plan Contact
- Address: 10201 PARKSIDE DRIVE SUITE 300,KNOXVILLE,TN
- Contact person: JOHN LAWRENCE
- Phone: (865) 688-8342
Plan General Information
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is $34,764,624.00.This plan was established in 1989.
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is 1017
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Average Participant Retirement Account Value
In 2017, the average participant retirement account value for PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is $34,183.00
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is $5,030.00.
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is approximately $1,050.00
Investing in this additonal $1,050.00 for 20 years would give you extra $67,238.00, assuming a 10% annual return.
Investing in this additonal $1,050.00 for 20 years would give you extra $67,238.00, assuming a 10% annual return.
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2017, PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN allocates $1,068,456.00 to match its employees' contributions, providing an employer match rate of 41.77% of their contributions
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is 23.52%.
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is 15.46%. This measures the effectiveness of the plan participants' investments in the year.
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN Expense Ratio
In 2017, the investment and administrative expense ratio of PHILLIPS & JORDAN, INC. 401(K) RETIREMENT PLAN is 0.14%.
Enrollment Features
PHILLIPS & JORDAN, INC. 401(K) RETIREMENT 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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