THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 3075 E. THOUSAND OAKS BLVD.,WESTLAKE VILLAGE,CA
- Phone: (805) 497-7330
Plan General Information
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is $734,807.00.This plan was established in 2005.
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is 366
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value
In 2017, the average participant retirement account value for THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is $2,007.00
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is $998.00.
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2017, the estimated average employer match for an employee in THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is approximately $99.00
Investing in this additonal $99.00 for 20 years would give you extra $6,374.00, assuming a 10% annual return.
Investing in this additonal $99.00 for 20 years would give you extra $6,374.00, assuming a 10% annual return.
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2017, THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST allocates $36,452.00 to match its employees' contributions, providing an employer match rate of 19.95% of their contributions
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is -77.23%.
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is 16.04%. This measures the effectiveness of the plan participants' investments in the year.
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio
In 2017, the investment and administrative expense ratio of THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST is 1.11%.
Enrollment Features
THE CHASE GROUP LLC 401(K) PROFIT SHARING PLAN AND 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.
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