WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN
Plan Contact
- Address: 1000 WILSHIRE BOULEVARD, FLOOR 9,LOS ANGELES,CA
- Contact person: SAMANTHA KIRKMAN
- Phone: (213) 688-8000
Plan General Information
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is $151,761,955.00.This plan was established in 1966.
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is 1144
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is $132,659.00
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is $8,144.00.
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is approximately $4,711.00
Investing in this additonal $4,711.00 for 20 years would give you extra $301,517.00, assuming a 10% annual return.
Investing in this additonal $4,711.00 for 20 years would give you extra $301,517.00, assuming a 10% annual return.
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Total Employer Contribution and Match Rate
In 2023, WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN allocates $5,389,623.00 to match its employees' contributions, providing an employer match rate of 60.71% of their contributions
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is 24.55%.
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is 19.44%. This measures the effectiveness of the plan participants' investments in the year.
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN is 0.03%.
Enrollment Features
WEDBUSH SECURITIES INC. EMPLOYEES' RETIREMENT PLAN has the following features:Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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