AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 3420 CARMEL MOUNTAIN RD,,SAN DIEGO,CA
- Contact person: SHIRLEY HORNER
- Phone: (858) 350-2651
Plan General Information
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is $22,115,490.00.This plan was established in 2000.
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is 260
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is $85,059.00
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is $6,639.00.
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is approximately $3,139.00
Investing in this additonal $3,139.00 for 20 years would give you extra $200,899.00, assuming a 10% annual return.
Investing in this additonal $3,139.00 for 20 years would give you extra $200,899.00, assuming a 10% annual return.
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST allocates $816,154.00 to match its employees' contributions, providing an employer match rate of 51.97% of their contributions
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is 25.56%.
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is 16.18%. This measures the effectiveness of the plan participants' investments in the year.
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST is 0.33%.
Enrollment Features
AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & 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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