LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING

At the end of 2022, the total retirement plan assets of LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is $5,333,399.This plan was established in 1996.

At the end of 2022, the total number of retirement plan participants in LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is 129

In 2022, the average participant retirement account value for LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is $41,344

In 2022, the estimated average employee contribution amount per participant for LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is $1,518

In 2022, the total retirement plan asset growth rate of LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is -30.48%

In 2022, the estimated aggregate retirement account investment gain/loss for LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is -20.33%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING is 0.28%.

Enrollment Features

LOCKWOOD PARTNERS LLC 401(K) & PROFIT SHARING has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.