AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST

Plan Contact

  • Address: 3407 N PERRIS BLVD,PERRIS,CA
  • Phone: (909) 937-4900

Plan General Information

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is $1,564,496.00.This plan was established in 2022.

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is 184

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is $8,502.00

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is $995.00.

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is approximately $414.00
Investing in this additonal $414.00 for 20 years would give you extra $26,543.00, assuming a 10% annual return.

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2021, AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST allocates $76,313.00 to match its employees' contributions, providing an employer match rate of 41.66% of their contributions

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is 35.86%.

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is 15.07%. This measures the effectiveness of the plan participants' investments in the year.

AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of AVALON SHUTTERS, INC. 401(K) PLAN AND TRUST is 1.04%.

Enrollment Features

AVALON SHUTTERS, INC. 401(K) 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.


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