HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II
Plan Contact
- Address: 11444 WEST OLYMPIC BOULEVARD,,LOS ANGELES,CA
- Contact person: JAMES HEINZ
- Phone: (310) 566-1900
Plan General Information
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is $63,938,884.00.This plan was established in 2006.
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is 737
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Average Participant Retirement Account Value
In 2023, the average participant retirement account value for HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is $86,755.00
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is $7,994.00.
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is approximately $2,319.00
Investing in this additonal $2,319.00 for 20 years would give you extra $148,426.00, assuming a 10% annual return.
Investing in this additonal $2,319.00 for 20 years would give you extra $148,426.00, assuming a 10% annual return.
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Total Employer Contribution and Match Rate
In 2023, HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II allocates $1,709,222.00 to match its employees' contributions, providing an employer match rate of 31.03% of their contributions
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is 20.38%.
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is 15.83%. This measures the effectiveness of the plan participants' investments in the year.
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II Expense Ratio
In 2023, the investment and administrative expense ratio of HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II is 0.02%.
Enrollment Features
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …