UPWELL HOLDING, INC. 401(K) PLAN
Plan Contact
- Address: 2855 EAST COTTONWOOD PARKWAY,,COTTONWOOD HEIGHTS,UT
- Contact person: SHAYLEE SEEGMILLER
- Phone: (801) 869-7605
Plan General Information
UPWELL HOLDING, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of UPWELL HOLDING, INC. 401(K) PLAN is $983,310.00.This plan was established in 2018.
UPWELL HOLDING, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in UPWELL HOLDING, INC. 401(K) PLAN is 342
UPWELL HOLDING, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2018, the average participant retirement account value for UPWELL HOLDING, INC. 401(K) PLAN is $2,875.00
UPWELL HOLDING, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for UPWELL HOLDING, INC. 401(K) PLAN is $3,200.00.
UPWELL HOLDING, INC. 401(K) PLAN Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in UPWELL HOLDING, INC. 401(K) PLAN is approximately $605.00
Investing in this additonal $605.00 for 20 years would give you extra $38,771.00, assuming a 10% annual return.
Investing in this additonal $605.00 for 20 years would give you extra $38,771.00, assuming a 10% annual return.
UPWELL HOLDING, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2018, UPWELL HOLDING, INC. 401(K) PLAN allocates $207,186.00 to match its employees' contributions, providing an employer match rate of 37.85% of their contributions
UPWELL HOLDING, INC. 401(K) PLAN Expense Ratio
In 2018, the investment and administrative expense ratio of UPWELL HOLDING, INC. 401(K) PLAN is 0.27%.
Enrollment Features
UPWELL HOLDING, INC. 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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