LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is $21,308,632.This plan was established in 2005.

At the end of 2022, the total number of retirement plan participants in LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is 901

In 2022, the average participant retirement account value for LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is $23,649

In 2022, the estimated average employee contribution amount per participant for LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is $3,267

In 2022, the estimated average employer match for an employee in LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is approximately $1,601

In 2022, LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN allocates $1,442,512 to match its employees’ contributions, providing an employer match rate of 52.71% of their contributions

In 2022, the total retirement plan asset growth rate of LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is -15.48%

In 2022, the estimated aggregate retirement account investment gain/loss for LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is -15.90%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN is 0.85%.

Enrollment Features

LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES’ RETIREMENT PLAN 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.