HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan Contact
- Address: 3700 COLDWATER CANYON AVE,STUDIO CITY,CA
- Contact person: DAVID S. WEIL
- Phone: (818) 487-5439
Plan General Information
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $197,511,077.00.This plan was established in 1975.
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 805
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $245,355.00
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is $5,769.00.
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is approximately $4,653.00
Investing in this additonal $4,653.00 for 20 years would give you extra $297,851.00, assuming a 10% annual return.
Investing in this additonal $4,653.00 for 20 years would give you extra $297,851.00, assuming a 10% annual return.
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN allocates $3,746,414.00 to match its employees' contributions, providing an employer match rate of 82.04% of their contributions
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 17.70%.
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 16.31%. This measures the effectiveness of the plan participants' investments in the year.
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is 0.02%.
Enrollment Features
HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION 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.
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.
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