ASSETGENIE, INC. 401(K) PLAN

At the end of 2022, the total retirement plan assets of ASSETGENIE, INC. 401(K) PLAN is $7,029,748.This plan was established in 2016.

At the end of 2022, the total number of retirement plan participants in ASSETGENIE, INC. 401(K) PLAN is 261

In 2022, the average participant retirement account value for ASSETGENIE, INC. 401(K) PLAN is $26,933

In 2022, the estimated average employee contribution amount per participant for ASSETGENIE, INC. 401(K) PLAN is $3,281

In 2022, the estimated average employer match for an employee in ASSETGENIE, INC. 401(K) PLAN is approximately $1,916

In 2022, ASSETGENIE, INC. 401(K) PLAN allocates $500,292 to match its employees’ contributions, providing an employer match rate of 63.13% of their contributions

In 2022, the total retirement plan asset growth rate of ASSETGENIE, INC. 401(K) PLAN is -4.69%

In 2022, the estimated aggregate retirement account investment gain/loss for ASSETGENIE, INC. 401(K) PLAN is -17.72%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ASSETGENIE, INC. 401(K) PLAN is 0.01%.

Enrollment Features

ASSETGENIE, INC. 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.