ACCUMEN 401(K) PLAN

Overview

Plan Contact

  • Address: 3333 N HAYDEN RD STE 1,SCOTTSDALE,AZ
  • Contact person: PLAN SPONSOR
  • Phone: (502) 298-8584

Plan General Information


At the end of 2022, the total retirement plan assets of ACCUMEN 401(K) PLAN is $14,089,895.This plan was established in 2020.

At the end of 2022, the total number of retirement plan participants in ACCUMEN 401(K) PLAN is 381

In 2022, the average participant retirement account value for ACCUMEN 401(K) PLAN is $36,981

In 2022, the estimated average employee contribution amount per participant for ACCUMEN 401(K) PLAN is $5,138

In 2022, the estimated average employer match for an employee in ACCUMEN 401(K) PLAN is approximately $864

In 2022, ACCUMEN 401(K) PLAN allocates $329,440 to match its employees’ contributions, providing an employer match rate of 17.61% of their contributions

In 2022, the total retirement plan asset growth rate of ACCUMEN 401(K) PLAN is -10.65%

In 2022, the estimated aggregate retirement account investment gain/loss for ACCUMEN 401(K) PLAN is -17.09%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ACCUMEN 401(K) PLAN is 0.30%.

Enrollment Features

ACCUMEN 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.