CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 2025 E. FINANCIAL WAY,GLENDORA,CA
  • Contact person: MARK ROCK
  • Phone: (626) 852-6200

Plan General Information

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is $48,633,044.00.This plan was established in 2000.

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is 625

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is $77,812.00

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is $3,997.00.

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is approximately $5,458.00
Investing in this additonal $5,458.00 for 20 years would give you extra $349,337.00, assuming a 10% annual return.

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN allocates $3,411,495.00 to match its employees' contributions, providing an employer match rate of 136.23% of their contributions

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is 20.50%.

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is 15.67%. This measures the effectiveness of the plan participants' investments in the year.

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN is 0.09%.

Enrollment Features

CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN 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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