ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST

Plan Contact

  • Address: 142 CHULA VISTA,SAN ANTONIO,TX
  • Contact person: ROBERT ARIAS
  • Phone: (210) 308-5884

Plan General Information

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is $1,180,044.00.This plan was established in 2011.

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is 123

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is $9,593.00

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is $2,324.00.

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is approximately $701.00
Investing in this additonal $701.00 for 20 years would give you extra $44,900.00, assuming a 10% annual return.

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Total Employer Contribution and Match Rate

In 2022, ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST allocates $86,294.00 to match its employees' contributions, providing an employer match rate of 60.35% of their contributions

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is 1.16%.

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is -10.93%. This measures the effectiveness of the plan participants' investments in the year.

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST is 0.91%.

Enrollment Features

ARIAS & ASSOCIATES, INC. 401K PLAN AND TRUST 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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