SOUTHWEST DEALER SERVICES 401(K) PLAN

Plan Contact

  • Address: 8659 RESEARCH DRIVE,IRVINE,CA
  • Contact person: AARON LODGE
  • Phone: (708) 288-4031

Plan General Information

SOUTHWEST DEALER SERVICES 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SOUTHWEST DEALER SERVICES 401(K) PLAN is $17,858,478.00.This plan was established in 2020.

SOUTHWEST DEALER SERVICES 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SOUTHWEST DEALER SERVICES 401(K) PLAN is 341

SOUTHWEST DEALER SERVICES 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SOUTHWEST DEALER SERVICES 401(K) PLAN is $52,370.00

SOUTHWEST DEALER SERVICES 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SOUTHWEST DEALER SERVICES 401(K) PLAN is $4,209.00.

SOUTHWEST DEALER SERVICES 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SOUTHWEST DEALER SERVICES 401(K) PLAN is approximately $767.00
Investing in this additonal $767.00 for 20 years would give you extra $49,135.00, assuming a 10% annual return.

SOUTHWEST DEALER SERVICES 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, SOUTHWEST DEALER SERVICES 401(K) PLAN allocates $261,802.00 to match its employees' contributions, providing an employer match rate of 18.57% of their contributions

SOUTHWEST DEALER SERVICES 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SOUTHWEST DEALER SERVICES 401(K) PLAN is -8.05%.

SOUTHWEST DEALER SERVICES 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SOUTHWEST DEALER SERVICES 401(K) PLAN is -15.10%. This measures the effectiveness of the plan participants' investments in the year.

SOUTHWEST DEALER SERVICES 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of SOUTHWEST DEALER SERVICES 401(K) PLAN is 0.62%.

Enrollment Features

SOUTHWEST DEALER SERVICES 401(K) PLAN 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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