STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN

Plan Contact

  • Address: 2800 HARBOR BAY PARKWAY,ALAMEDA,CA
  • Phone: (510) 748-1870

Plan General Information

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is $80,657,048.00.This plan was established in 2003.

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is 488

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is $165,280.00

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is $13,953.00.

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is approximately $8,960.00
Investing in this additonal $8,960.00 for 20 years would give you extra $573,491.00, assuming a 10% annual return.

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN allocates $4,372,872.00 to match its employees' contributions, providing an employer match rate of 128.44% of their contributions

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is 12.13%.

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is 8.40%. This measures the effectiveness of the plan participants' investments in the year.

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN is 0.05%.

Enrollment Features

STACY AND WITBECK, INC. RETIREMENT SAVINGS 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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