AAA NCNU 401(K) PLAN

Plan Contact

  • Address: 1277 TREAT BOULEVARD,,WALNUT CREEK,CA
  • Contact person: RUTH MICHAEL-MCDEVITT
  • Phone: (925) 274-6820

Plan General Information

AAA NCNU 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AAA NCNU 401(K) PLAN is $663,767,594.00.This plan was established in 2012.

AAA NCNU 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AAA NCNU 401(K) PLAN is 6655

AAA NCNU 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AAA NCNU 401(K) PLAN is $99,739.00

AAA NCNU 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AAA NCNU 401(K) PLAN is $5,824.00.

AAA NCNU 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AAA NCNU 401(K) PLAN is approximately $4,845.00
Investing in this additonal $4,845.00 for 20 years would give you extra $310,116.00, assuming a 10% annual return.

AAA NCNU 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, AAA NCNU 401(K) PLAN allocates $32,247,311.00 to match its employees' contributions, providing an employer match rate of 97.53% of their contributions

AAA NCNU 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AAA NCNU 401(K) PLAN is 22.25%.

AAA NCNU 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AAA NCNU 401(K) PLAN is 18.74%. This measures the effectiveness of the plan participants' investments in the year.

AAA NCNU 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AAA NCNU 401(K) PLAN is 0.06%.

Enrollment Features

AAA NCNU 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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