.406 VENTURES MANAGEMENT LLC 401(K) RETIREMENT PLAN
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This report provides an Artificial Intelligence-driven analysis of 406 VENTURES MANAGEMENT LLC. The goal of this analysis is to determine if plan participants with various portfolio sizes and risk tolerances can build well-diversified portfolios, given the investment options available. The report will also analyze other factors like expense ratios, fundamentals, and quality of investment options to provide insight into the strength of the plan. Tickeron’s A.I. uses a patented methodology known as Diversification Score ® to conduct this analysis. This report is organized as follows:
Part 1: 401(k) Plan Overview
- Plan Description
- Plan Details
- General Statistics
Part 2: Disclaimers
401(k) Plan Overview
.406 VENTURES MANAGEMENT LLC 401(K) PLAN is a defined contribution plan with a profit-sharing component and 401(k) feature. .406 VENTURES MANAGEMENT LLC 401(K) PLAN currently has over active participants and over in plan assets.
|Net Plan Assets|
|Avg. Account Balance|
Plan Service Providers
|Metric||Actual value||Rank out of 100|
Total Plan Cost
This is the rate showing the proportion of Total Expenses in Average Net Assets.
This is the ratio of Employer Contributions to Employees contributions.
Rate of Return
This is the average growth rate of the underlying investments of the plan over the most recent year, excluding contributions.
The ratio of active plan participants to the total number of eligible employees.
Average account balance is calculated by dividing Net Assets to the Number of Active Participants.
Participant Loans as a Percentage of Plan Assets
Indicates weather plan participants are borrowing excessively from their retirement accounts.
Average Participant Contributions
The average amount of money that each plan participant contributes to the plan.
Average Employer Contributions per Participant
The average amount of money the employer contributes to the plan of each participant.
The performance, ranking and comparison details we provide are based solely on publicly available information we obtain from the Department of Labor (DOL) and proprietary Tickeron technology processes we utilize to analyze that information. We do not validate or confirm the accuracy or completeness of the information received. Others may evaluate information differently.
Quality of Data received from Form 5500 - Department of Labor
No funds were recognized for this plan, therefore Diversification analysis cannot be produced
Although our services incorporate historical financial information, past financial performance is not a guarantee or indicator of future results. Moreover, although we believe the historical information and strategies we use are reliable, we cannot guarantee them. Our services should not be considered as advice or recommendations to investors or potential investors in relation to purchasing, holdings, or selling securities and does not take into account your particular investment horizon, financial situation or current or long term needs, but they are not a substitute for your own informed judgment or decisions. Moreover, they provide only some of the resources that could possibly assist you in making your investment decisions. You may accept, reject or modify the recommendations we provide, and you are encouraged to may consult with other advisors or professionals (at your expense) as you see fit regarding your personal circumstances. You are responsible for verifying the rules of your 401(k) Plan before making investment decisions. We do not and cannot guarantee the future performance of your investments. We do not promise that investments we recommend will be profitable.
All investments are subject to various market, currency, economic, political and business risks. We do not guarantee the suitability or value of any investment information or strategy. We do not recommend any brokers or dealers for executing transactions or maintaining accounts and do not provide a mechanism for placing trades through this site. We are not responsible for advice or information you receive from anyone through the use of this site.
No representations are made that any actual account will or is likely to achieve any profits or limit losses similar to these graphs or data being shown. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio. Users of this information do not receive investment advisory advice regarding an actual portfolio or ongoing review or monitoring of the user’s investment portfolio or individual particular needs. Therefore, no user should assume that his/her/its use of these services is a substitute for individual personalized advice from an investment professional of the user’s choosing.
ASSUMPTIONS AND METHODS USED
The following are material assumptions used when calculating any hypothetical graphs and presenting results that appear on our website:
- Profits are reinvested. We assume profits (when there are profits) are reinvested in the trading algorithms.
- Any trading fees and commissions are not included.