LORING WARD GROUP, INC. 401(K) PLAN

Plan Contact

  • Address: 10 ALAMADEN BLVD., 15TH FLOOR,SAN JOSE,CA
  • Contact person: MICHAEL CLINTON
  • Phone: (800) 366-7266

Plan General Information

LORING WARD GROUP, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of LORING WARD GROUP, INC. 401(K) PLAN is $13,652,753.00.This plan was established in 1985.

LORING WARD GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in LORING WARD GROUP, INC. 401(K) PLAN is 162

LORING WARD GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for LORING WARD GROUP, INC. 401(K) PLAN is $84,276.00

LORING WARD GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for LORING WARD GROUP, INC. 401(K) PLAN is $12,295.00.

LORING WARD GROUP, INC. 401(K) PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in LORING WARD GROUP, INC. 401(K) PLAN is approximately $2,953.00
Investing in this additonal $2,953.00 for 20 years would give you extra $189,047.00, assuming a 10% annual return.

LORING WARD GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2014, LORING WARD GROUP, INC. 401(K) PLAN allocates $478,526.00 to match its employees' contributions, providing an employer match rate of 48.05% of their contributions

LORING WARD GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of LORING WARD GROUP, INC. 401(K) PLAN is 10.39%.

LORING WARD GROUP, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for LORING WARD GROUP, INC. 401(K) PLAN is 3.81%. This measures the effectiveness of the plan participants' investments in the year.

LORING WARD GROUP, INC. 401(K) PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of LORING WARD GROUP, INC. 401(K) PLAN is 0.22%.

Enrollment Features

LORING WARD GROUP, INC. 401(K) 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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