MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST

Plan Contact

  • Address: 1231 EAST DYER ROAD SUITE 100,SANTA ANA,CA
  • Contact person: DOUGLAS E. MILES
  • Phone: (714) 481-9100

Plan General Information

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Total Retirement Plan Assets

At the end of 2013, the total retirement plan assets of MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is $2,999,844.00.This plan was established in 1996.

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2013, the total number of retirement plan participants in MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is 157

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Average Participant Retirement Account Value

In 2013, the average participant retirement account value for MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is $19,107.00

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Estimated Average Employee Contribution Amount

In 2013, the estimated average employee contribution amount per participant for MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is $3,071.00.

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2013, the total retirement plan asset growth rate of MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is 10.68%.

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2013, the estimated aggregate retirement account investment gain/loss for MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is 16.81%. This measures the effectiveness of the plan participants' investments in the year.

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST Expense Ratio

In 2013, the investment and administrative expense ratio of MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & TRUST is 0.00%.

Enrollment Features

MILES BAUER BERGSTROM & WINTERS LLP 401K PLAN & 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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