KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN
Plan Contact
- Address: 3 PARK PLAZA SUITE 1500,IRVINE,CA
- Contact person: MARK NEWCOMB
- Phone: (949) 864-3400
Plan General Information
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is $27,184,801.00.This plan was established in 1997.
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is 259
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is $104,960.00
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is $6,506.00.
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is approximately $2,486.00
Investing in this additonal $2,486.00 for 20 years would give you extra $159,128.00, assuming a 10% annual return.
Investing in this additonal $2,486.00 for 20 years would give you extra $159,128.00, assuming a 10% annual return.
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN allocates $643,973.00 to match its employees' contributions, providing an employer match rate of 39.59% of their contributions
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is 19.71%.
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is 14.79%. This measures the effectiveness of the plan participants' investments in the year.
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is 0.37%.
Enrollment Features
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
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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