HALO 401K PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 3030 EXPLORER DRIVE,SACRAMENTO,CA
- Phone: (916) 642-1866
Plan General Information
HALO 401K PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HALO 401K PROFIT SHARING PLAN & TRUST is $5,493,020.00.This plan was established in 2016.
HALO 401K PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HALO 401K PROFIT SHARING PLAN & TRUST is 245
HALO 401K PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HALO 401K PROFIT SHARING PLAN & TRUST is $22,420.00
HALO 401K PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HALO 401K PROFIT SHARING PLAN & TRUST is $2,037.00.
HALO 401K PROFIT SHARING PLAN & TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HALO 401K PROFIT SHARING PLAN & TRUST is approximately $2,334.00
Investing in this additonal $2,334.00 for 20 years would give you extra $149,376.00, assuming a 10% annual return.
Investing in this additonal $2,334.00 for 20 years would give you extra $149,376.00, assuming a 10% annual return.
HALO 401K PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate
In 2023, HALO 401K PROFIT SHARING PLAN & TRUST allocates $571,833.00 to match its employees' contributions, providing an employer match rate of 114.80% of their contributions
HALO 401K PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HALO 401K PROFIT SHARING PLAN & TRUST is 16.10%.
HALO 401K PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HALO 401K PROFIT SHARING PLAN & TRUST is 14.34%. This measures the effectiveness of the plan participants' investments in the year.
HALO 401K PROFIT SHARING PLAN & TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of HALO 401K PROFIT SHARING PLAN & TRUST is 1.01%.
Enrollment Features
HALO 401K PROFIT SHARING PLAN & TRUST 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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