SMOOTHIE KING 401(K) PLAN & TRUST

Plan Contact

  • Address: 9797 ROMBAUER RD,,DALLAS,TX
  • Contact person: LAURA SCAVONE
  • Phone: (214) 935-9755

Plan General Information

SMOOTHIE KING 401(K) PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SMOOTHIE KING 401(K) PLAN & TRUST is $9,254,724.00.This plan was established in 1999.

SMOOTHIE KING 401(K) PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SMOOTHIE KING 401(K) PLAN & TRUST is 376

SMOOTHIE KING 401(K) PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SMOOTHIE KING 401(K) PLAN & TRUST is $24,613.00

SMOOTHIE KING 401(K) PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SMOOTHIE KING 401(K) PLAN & TRUST is $3,229.00.

SMOOTHIE KING 401(K) PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SMOOTHIE KING 401(K) PLAN & TRUST is approximately $899.00
Investing in this additonal $899.00 for 20 years would give you extra $57,588.00, assuming a 10% annual return.

SMOOTHIE KING 401(K) PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, SMOOTHIE KING 401(K) PLAN & TRUST allocates $338,330.00 to match its employees' contributions, providing an employer match rate of 31.56% of their contributions

SMOOTHIE KING 401(K) PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SMOOTHIE KING 401(K) PLAN & TRUST is 39.67%.

SMOOTHIE KING 401(K) PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SMOOTHIE KING 401(K) PLAN & TRUST is 18.42%. This measures the effectiveness of the plan participants' investments in the year.

SMOOTHIE KING 401(K) PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of SMOOTHIE KING 401(K) PLAN & TRUST is 0.62%.

Enrollment Features

SMOOTHIE KING 401(K) PLAN & TRUST has the following features:
    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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