LOBEL FINANCIAL 401K PLAN

At the end of 2022, the total retirement plan assets of LOBEL FINANCIAL 401K PLAN is $15,597,636.This plan was established in 1995.

At the end of 2022, the total number of retirement plan participants in LOBEL FINANCIAL 401K PLAN is 349

In 2022, the average participant retirement account value for LOBEL FINANCIAL 401K PLAN is $44,692

In 2022, the estimated average employee contribution amount per participant for LOBEL FINANCIAL 401K PLAN is $2,770

In 2022, the estimated average employer match for an employee in LOBEL FINANCIAL 401K PLAN is approximately $1,308

In 2022, LOBEL FINANCIAL 401K PLAN allocates $456,700 to match its employees’ contributions, providing an employer match rate of 45.92% of their contributions

In 2022, the total retirement plan asset growth rate of LOBEL FINANCIAL 401K PLAN is -10.42%

In 2022, the estimated aggregate retirement account investment gain/loss for LOBEL FINANCIAL 401K PLAN is -12.75%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOBEL FINANCIAL 401K PLAN is 0.03%.

Enrollment Features

LOBEL FINANCIAL 401K 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.