HUNTER-DAVISSON, INC. 401(K) TRUST

Plan Contact

  • Address: 1800 SE PERSHING STREET,PORTLAND,OR
  • Phone: (503) 234-0477

Plan General Information

HUNTER-DAVISSON, INC. 401(K) TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HUNTER-DAVISSON, INC. 401(K) TRUST is $15,749,977.00.This plan was established in 1997.

HUNTER-DAVISSON, INC. 401(K) TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HUNTER-DAVISSON, INC. 401(K) TRUST is 152

HUNTER-DAVISSON, INC. 401(K) TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HUNTER-DAVISSON, INC. 401(K) TRUST is $103,618.00

HUNTER-DAVISSON, INC. 401(K) TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HUNTER-DAVISSON, INC. 401(K) TRUST is $7,251.00.

HUNTER-DAVISSON, INC. 401(K) TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HUNTER-DAVISSON, INC. 401(K) TRUST is approximately $1,801.00
Investing in this additonal $1,801.00 for 20 years would give you extra $115,321.00, assuming a 10% annual return.

HUNTER-DAVISSON, INC. 401(K) TRUST Total Employer Contribution and Match Rate

In 2023, HUNTER-DAVISSON, INC. 401(K) TRUST allocates $273,889.00 to match its employees' contributions, providing an employer match rate of 25.35% of their contributions

HUNTER-DAVISSON, INC. 401(K) TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HUNTER-DAVISSON, INC. 401(K) TRUST is 15.22%.

HUNTER-DAVISSON, INC. 401(K) TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HUNTER-DAVISSON, INC. 401(K) TRUST is 17.21%. This measures the effectiveness of the plan participants' investments in the year.

HUNTER-DAVISSON, INC. 401(K) TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of HUNTER-DAVISSON, INC. 401(K) TRUST is 0.26%.

Enrollment Features

HUNTER-DAVISSON, INC. 401(K) TRUST 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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