HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN
Plan Contact
- Address: 70 BLANCHARD ROAD SUITE 430,BURLINGTON,MA
- Contact person: CHERYLYN PENNEY
- Phone: (781) 685-2115
Plan General Information
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is $242,136,336.00.This plan was established in 1962.
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is 1190
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is $203,475.00
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is $17,652.00.
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is approximately $3,229.00
Investing in this additonal $3,229.00 for 20 years would give you extra $206,680.00, assuming a 10% annual return.
Investing in this additonal $3,229.00 for 20 years would give you extra $206,680.00, assuming a 10% annual return.
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN allocates $3,842,973.00 to match its employees' contributions, providing an employer match rate of 36.59% of their contributions
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is 22.86%.
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is 19.40%. This measures the effectiveness of the plan participants' investments in the year.
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN is 0.04%.
Enrollment Features
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) 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.
Recent Articles
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
- How Paying Credit Card Interest Often Hurts Your Credit Score
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
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 …