ANDERTON GROUP II, LTD. 401(K) PLAN

Plan Contact

  • Address: P.O. BOX 23007,WACO,TX
  • Contact person: DAVID ANDERTON
  • Phone: (254) 751-1012

Plan General Information

ANDERTON GROUP II, LTD. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ANDERTON GROUP II, LTD. 401(K) PLAN is $3,202,703.00.This plan was established in 1998.

ANDERTON GROUP II, LTD. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ANDERTON GROUP II, LTD. 401(K) PLAN is 140

ANDERTON GROUP II, LTD. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ANDERTON GROUP II, LTD. 401(K) PLAN is $22,876.00

ANDERTON GROUP II, LTD. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ANDERTON GROUP II, LTD. 401(K) PLAN is $1,764.00.

ANDERTON GROUP II, LTD. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ANDERTON GROUP II, LTD. 401(K) PLAN is approximately $623.00
Investing in this additonal $623.00 for 20 years would give you extra $39,927.00, assuming a 10% annual return.

ANDERTON GROUP II, LTD. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, ANDERTON GROUP II, LTD. 401(K) PLAN allocates $87,341.00 to match its employees' contributions, providing an employer match rate of 36.12% of their contributions

ANDERTON GROUP II, LTD. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ANDERTON GROUP II, LTD. 401(K) PLAN is 4.10%.

ANDERTON GROUP II, LTD. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ANDERTON GROUP II, LTD. 401(K) PLAN is 14.91%. This measures the effectiveness of the plan participants' investments in the year.

ANDERTON GROUP II, LTD. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ANDERTON GROUP II, LTD. 401(K) PLAN is 0.96%.

Enrollment Features

ANDERTON GROUP II, LTD. 401(K) PLAN 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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