ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST
Plan Contact
- Address: 409 SANTA MONICA BLVD STE E,SANTA MONICA,CA
- Phone: (310) 394-6060
Plan General Information
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is $2,008,599.00.This plan was established in 2022.
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is 392
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Average Participant Retirement Account Value
In 2021, the average participant retirement account value for ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is $5,123.00
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is $1,362.00.
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is approximately $287.00
Investing in this additonal $287.00 for 20 years would give you extra $18,411.00, assuming a 10% annual return.
Investing in this additonal $287.00 for 20 years would give you extra $18,411.00, assuming a 10% annual return.
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Total Employer Contribution and Match Rate
In 2021, ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST allocates $112,773.00 to match its employees' contributions, providing an employer match rate of 21.12% of their contributions
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is 59.83%.
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is 10.57%. This measures the effectiveness of the plan participants' investments in the year.
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST Expense Ratio
In 2021, the investment and administrative expense ratio of ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST is 0.00%.
Enrollment Features
ALLIED AFFORDABLE HOUSING LLCA RETIREMENT TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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