HAVENPARK 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 51 WEST CENTER STREET,,OREM,UT
  • Contact person: JAKE MCCLELLAN
  • Phone: (801) 301-3700

Plan General Information

HAVENPARK 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HAVENPARK 401(K) RETIREMENT PLAN is $3,602,673.00.This plan was established in 2019.

HAVENPARK 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HAVENPARK 401(K) RETIREMENT PLAN is 276

HAVENPARK 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HAVENPARK 401(K) RETIREMENT PLAN is $13,053.00

HAVENPARK 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HAVENPARK 401(K) RETIREMENT PLAN is $3,119.00.

HAVENPARK 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HAVENPARK 401(K) RETIREMENT PLAN is approximately $2,423.00
Investing in this additonal $2,423.00 for 20 years would give you extra $155,094.00, assuming a 10% annual return.

HAVENPARK 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, HAVENPARK 401(K) RETIREMENT PLAN allocates $668,845.00 to match its employees' contributions, providing an employer match rate of 83.26% of their contributions

HAVENPARK 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HAVENPARK 401(K) RETIREMENT PLAN is 138.42%.

HAVENPARK 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HAVENPARK 401(K) RETIREMENT PLAN is 19.39%. This measures the effectiveness of the plan participants' investments in the year.

HAVENPARK 401(K) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HAVENPARK 401(K) RETIREMENT PLAN is 0.71%.

Enrollment Features

HAVENPARK 401(K) RETIREMENT 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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