STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN

Plan Contact

  • Address: 4550 E. THOUSAND OAKS BLVD, STE 200,WESTLAKE VILLAGE,CA
  • Phone: (805) 436-3446

Plan General Information

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is $394,582.00.This plan was established in 2017.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is 118

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is $3,343.00

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is $1,686.00.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is -31.26%.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is -15.98%. This measures the effectiveness of the plan participants' investments in the year.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN is 2.81%.

Enrollment Features

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 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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