THE ACCESS POOLED EMPLOYER PLAN - SERIES 1
Plan Contact
- Address: 940 W. FM 544 UNIT 1749,WYLIE,TX
- Contact person: FIDUCIARY SERVICES
- Phone: (214) 552-5064
Plan General Information
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $36,069,762.00.This plan was established in 2021.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 3667
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $9,836.00
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is $3,759.00.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is approximately $984.00
Investing in this additonal $984.00 for 20 years would give you extra $62,979.00, assuming a 10% annual return.
Investing in this additonal $984.00 for 20 years would give you extra $62,979.00, assuming a 10% annual return.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Employer Contribution and Match Rate
In 2023, THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 allocates $3,608,510.00 to match its employees' contributions, providing an employer match rate of 52.35% of their contributions
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 11.40%.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is -9.06%. This measures the effectiveness of the plan participants' investments in the year.
THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 Expense Ratio
In 2023, the investment and administrative expense ratio of THE ACCESS POOLED EMPLOYER PLAN - SERIES 1 is 0.38%.
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