HALTER WINERY, LLC RETIREMENT PLAN
Plan Contact
- Address: 8910 ADELAIDA ROAD,PASO ROBLES,CA
- Contact person: HELSA HASIKIN
- Phone: (805) 591-3645
Plan General Information
HALTER WINERY, LLC RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HALTER WINERY, LLC RETIREMENT PLAN is $4,032,405.00.This plan was established in 2007.
HALTER WINERY, LLC RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HALTER WINERY, LLC RETIREMENT PLAN is 122
HALTER WINERY, LLC RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HALTER WINERY, LLC RETIREMENT PLAN is $33,052.00
HALTER WINERY, LLC RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HALTER WINERY, LLC RETIREMENT PLAN is $3,344.00.
HALTER WINERY, LLC RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HALTER WINERY, LLC RETIREMENT PLAN is approximately $3,373.00
Investing in this additonal $3,373.00 for 20 years would give you extra $215,914.00, assuming a 10% annual return.
Investing in this additonal $3,373.00 for 20 years would give you extra $215,914.00, assuming a 10% annual return.
HALTER WINERY, LLC RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, HALTER WINERY, LLC RETIREMENT PLAN allocates $411,587.00 to match its employees' contributions, providing an employer match rate of 201.75% of their contributions
HALTER WINERY, LLC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HALTER WINERY, LLC RETIREMENT PLAN is 33.69%.
HALTER WINERY, LLC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HALTER WINERY, LLC RETIREMENT PLAN is 17.76%. This measures the effectiveness of the plan participants' investments in the year.
HALTER WINERY, LLC RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HALTER WINERY, LLC RETIREMENT PLAN is 0.03%.
Enrollment Features
HALTER WINERY, LLC RETIREMENT PLAN 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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