NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan Contact

  • Address: 920 GARDEN STREET,,SANTA BARBARA,CA
  • Contact person: DANELLE SINGLETON
  • Phone: (805) 963-2884

Plan General Information

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is $15,028,567.00.This plan was established in 1995.

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is 477

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is $31,506.00

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is $2,067.00.

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is approximately $656.00
Investing in this additonal $656.00 for 20 years would give you extra $41,993.00, assuming a 10% annual return.

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Total Employer Contribution and Match Rate

In 2023, NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST allocates $312,981.00 to match its employees' contributions, providing an employer match rate of 32.85% of their contributions

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is 24.49%.

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is 18.47%. This measures the effectiveness of the plan participants' investments in the year.

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST is 0.19%.

Enrollment Features

NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING 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.


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 …