LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

At the end of 2022, the total retirement plan assets of LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is $6,599,825.This plan was established in 2010.

At the end of 2022, the total number of retirement plan participants in LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is 107

In 2022, the average participant retirement account value for LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is $61,680

In 2022, the estimated average employee contribution amount per participant for LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is $2,934

In 2022, the estimated average employer match for an employee in LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is approximately $1,325

In 2022, LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST allocates $141,775 to match its employees’ contributions, providing an employer match rate of 17.73% of their contributions

In 2022, the total retirement plan asset growth rate of LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is -14.96%

In 2022, the estimated aggregate retirement account investment gain/loss for LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is -14.88%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST is 0.57%.

Enrollment Features

LOCH HARBOUR GROUP INC 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.