GWR EQUITIES, LLC
Plan Contact
- Address: 2000 WEST LOOP S SUITE 1050,HOUSTON,TX
- Phone: (281) 276-8810
Plan General Information
GWR EQUITIES, LLC Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of GWR EQUITIES, LLC is $3,656,454.00.This plan was established in 2016.
GWR EQUITIES, LLC Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in GWR EQUITIES, LLC is 224
GWR EQUITIES, LLC Average Participant Retirement Account Value
In 2023, the average participant retirement account value for GWR EQUITIES, LLC is $16,323.00
GWR EQUITIES, LLC Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for GWR EQUITIES, LLC is $1,721.00.
GWR EQUITIES, LLC Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in GWR EQUITIES, LLC is approximately $1,281.00
Investing in this additonal $1,281.00 for 20 years would give you extra $82,025.00, assuming a 10% annual return.
Investing in this additonal $1,281.00 for 20 years would give you extra $82,025.00, assuming a 10% annual return.
GWR EQUITIES, LLC Total Employer Contribution and Match Rate
In 2023, GWR EQUITIES, LLC allocates $287,088.00 to match its employees' contributions, providing an employer match rate of 78.09% of their contributions
GWR EQUITIES, LLC Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of GWR EQUITIES, LLC is 22.03%.
GWR EQUITIES, LLC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for GWR EQUITIES, LLC is 17.42%. This measures the effectiveness of the plan participants' investments in the year.
GWR EQUITIES, LLC Expense Ratio
In 2023, the investment and administrative expense ratio of GWR EQUITIES, LLC is 0.33%.
Enrollment Features
GWR EQUITIES, LLC 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.
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