EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN

Plan Contact

  • Address: 2340 POWELL STREET, #378,EMERYVILLE,CA
  • Contact person: EMMY LUONG
  • Phone: (510) 250-5580

Plan General Information

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is $18,570,508.00.This plan was established in 2000.

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is 182

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is $102,035.00

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is $8,487.00.

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is 22.37%.

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is 23.72%. This measures the effectiveness of the plan participants' investments in the year.

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN is 0.09%.

Enrollment Features

EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS 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.
    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 …