ALLANA BUICK & BERS, INC. 401(K) PLAN

Plan Contact

  • Address: 990 COMMERCIAL STREET,PALO ALTO,CA
  • Contact person: DERRICK CRIST
  • Phone: (650) 543-5651

Plan General Information

ALLANA BUICK & BERS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALLANA BUICK & BERS, INC. 401(K) PLAN is $16,737,292.00.This plan was established in 1998.

ALLANA BUICK & BERS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ALLANA BUICK & BERS, INC. 401(K) PLAN is 250

ALLANA BUICK & BERS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALLANA BUICK & BERS, INC. 401(K) PLAN is $66,949.00

ALLANA BUICK & BERS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALLANA BUICK & BERS, INC. 401(K) PLAN is $11,471.00.

ALLANA BUICK & BERS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ALLANA BUICK & BERS, INC. 401(K) PLAN is approximately $2,049.00
Investing in this additonal $2,049.00 for 20 years would give you extra $131,196.00, assuming a 10% annual return.

ALLANA BUICK & BERS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ALLANA BUICK & BERS, INC. 401(K) PLAN allocates $512,485.00 to match its employees' contributions, providing an employer match rate of 35.74% of their contributions

ALLANA BUICK & BERS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALLANA BUICK & BERS, INC. 401(K) PLAN is 13.30%.

ALLANA BUICK & BERS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALLANA BUICK & BERS, INC. 401(K) PLAN is 13.98%. This measures the effectiveness of the plan participants' investments in the year.

ALLANA BUICK & BERS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ALLANA BUICK & BERS, INC. 401(K) PLAN is 0.63%.

Enrollment Features

ALLANA BUICK & BERS, 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.

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