HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN
Plan Contact
- Address: 300 SPECTRUM CENTER DR SUITE 300,IRVINE,CA
- Contact person: ELEANOR SCHULTZ
- Phone: (949) 450-6319
Plan General Information
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is $17,947,194.00.This plan was established in 1989.
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is 125
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is $143,577.00
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is $8,439.00.
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is approximately $2,711.00
Investing in this additonal $2,711.00 for 20 years would give you extra $173,504.00, assuming a 10% annual return.
Investing in this additonal $2,711.00 for 20 years would give you extra $173,504.00, assuming a 10% annual return.
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN allocates $338,876.00 to match its employees' contributions, providing an employer match rate of 33.74% of their contributions
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is 22.69%.
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is 16.57%. This measures the effectiveness of the plan participants' investments in the year.
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS PLAN is 0.20%.
Enrollment Features
HASKELL & WHITE 401(K) TAX-SHELTERED SAVINGS 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.
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