- Messages
- Notifications
- My Profile
Account
Need Help?
Please fill out the below form and your plan administrator will get back to you as soon as they are able. Help hours are Monday - Friday 6am pst to 5pm pst.
If you have questions regarding your Plan, please call our dedicated representatives at 1-555-555-5555.
Non Qualified Savings Plan
Account Balance:$10,000.00
DemoFundCo Stable Value Fund
$3,080.00
30.8 %
Balance by Fund
| Funds | Balance | Shares | Price | Investment % |
|---|---|---|---|---|
| Funds Stability of Principal | Balance | Shares | Price | Investment % |
| Funds DemoFundCo Stable Value Fund | Balance $3,080.00 | Shares 56.680 | Price $54.34 | Investment % 30.8 % |
| Funds Bonds | Balance | Shares | Price | Investment % |
| Funds DemoFundCo Total Return Bond Fund | Balance $2,110.00 | Shares 52.383 | Price $40.28 | Investment % 21.1 % |
| Funds Balanced | Balance | Shares | Price | Investment % |
| Funds DemoFundCo Balanced Fund | Balance $1,630.00 | Shares 1,334.971 | Price $12.21 | Investment % 16.3 % |
| Funds Large Cap Value/Blend | Balance | Shares | Price | Investment % |
| Funds DemoFundCo S&P 500 Index Fund | Balance $1,760.00 | Shares 89.933 | Price $19.57 | Investment % 17.6 % |
| Funds Large Cap Growth | Balance | Shares | Price | Investment % |
| Funds DemoFundCo Large Cap Growth Fund | Balance $920.00 | Shares 38.900 | Price $23.65 | Investment % 9.2 % |
| Funds Small/Mid/Specialty | Balance | Shares | Price | Investment % |
| Funds DemoFundCo Extended Market Index Fund | Balance $260.00 | Shares 11.987 | Price $21.69 | Investment % 2.6 % |
| Funds Global/International | Balance | Shares | Price | Investment % |
| Funds DemoFundCo International Growth Fund | Balance $200.00 | Shares 8.016 | Price $24.95 | Investment % 2.0 % |
Non Qualified Savings Plan Sources
Name
% of Plan
Vesting %
Balance
Vested Balance
2021 EE Deferral
60.00%
100.00 %
$6,000.00
$6,000.00
| Fund DemoFundCo Stable Value Fund | Balance | Fund % $1,848.00 | 18.48% | Vested Balance $1,848.00 |
| Fund DemoFundCo Total Return Bond Fund | Balance | Fund % $1,266.00 | 12.66% | Vested Balance $1,266.00 |
| Fund DemoFundCo Balanced Fund | Balance | Fund % $978.00 | 9.78% | Vested Balance $978.00 |
| Fund DemoFundCo S&P 500 Index Fund | Balance | Fund % $1,056.00 | 10.56% | Vested Balance $1,056.00 |
| Fund DemoFundCo Large Cap Growth Fund | Balance | Fund % $552.00 | 5.20% | Vested Balance $552.00 |
| Fund DemoFundCo Extended Market Index Fund | Balance | Fund % $156.00 | 5.60% | Vested Balance $156.00 |
| Fund DemoFundCo International Growth Fund | Balance | Fund % $120.00 | 1.20% | Vested Balance $120.00 |
2020 EE Deferral
20.00 %
100.00 %
$2,000.00
$2,000.00
| Fund DemoFundCo Stable Value Fund | Balance | Fund % $616.00 | 6.16% | Vested Balance $616.00 |
| Fund DemoFundCo Total Return Bond Fund | Balance | Fund % $422.00 | 4.22% | Vested Balance $422.00 |
| Fund DemoFundCo Balanced Fund | Balance | Fund % $326.00 | 3.26% | Vested Balance $326.00 |
| Fund DemoFundCo S&P 500 Index Fund | Balance | Fund % $352.00 | 3.52% | Vested Balance $352.00 |
| Fund DemoFundCo Large Cap Growth Fund | Balance | Fund % $184.00 | 1.84% | Vested Balance $184.00 |
| Fund DemoFundCo Extended Market Index Fund | Balance | Fund % $52.00 | 0.52% | Vested Balance $52.00 |
| Fund DemoFundCo International Growth Fund | Balance | Fund % $40.00 | 0.40% | Vested Balance $40.00 |
2020 ER Match
20.00 %
100.00 %
$2,000.00
$2,000.00
|
Fund
|
Balance | Fund % $616.00 | 6.16% | Vested Balance $616.00 |
| Fund DemoFundCo Total Return Bond Fund | Balance | Fund % $422.00 | 4.22% | Vested Balance $422.00 |
| Fund DemoFundCo Balanced Fund | Balance | Fund % $326.00 | 3.26% | Vested Balance $326.00 |
| Fund DemoFundCo S&P 500 Index Fund | Balance | Fund % $352.00 | 3.52% | Vested Balance $352.00 |
| Fund DemoFundCo Large Cap Growth Fund | Balance | Fund % $184.00 | 1.84% | Vested Balance $184.00 |
| Fund DemoFundCo Extended Market Index Fund | Balance | Fund % $52.00 | 0.52% | Vested Balance $52.00 |
| Fund DemoFundCo International Growth Fund | Balance | Fund % $40.00 | 0.40% | Vested Balance $40.00 |