DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Contact person: 'TEP ERE //4
  • Phone: (206) 757-8640

Plan General Information

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is $185,850,576.00.This plan was established in 1972.

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is 1249

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2008, the average participant retirement account value for DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is $148,799.00

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is $12,494.00.

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is approximately $7,572.00
Investing in this additonal $7,572.00 for 20 years would give you extra $484,615.00, assuming a 10% annual return.

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2008, DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST allocates $9,457,576.00 to match its employees' contributions, providing an employer match rate of 121.21% of their contributions

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is -22.66%.

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is -27.88%. This measures the effectiveness of the plan participants' investments in the year.

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2008, the investment and administrative expense ratio of DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST is 0.21%.

Enrollment Features

DAVIS WRIGHT TREMAINE 401K PROFIT SHARING PLAN AND TRUST has the following features:
    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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …