WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN
Plan Contact
- Address: PO BOX 5735,CINCINNATI,OH
- Contact person: STEPHEN G. HUSSEY
- Phone: (513) 629-2146
Plan General Information
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is $500,262,950.00.This plan was established in 1989.
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is 4327
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is $115,614.00
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is $11,638.00.
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is approximately $1,642.00
Investing in this additonal $1,642.00 for 20 years would give you extra $105,148.00, assuming a 10% annual return.
Investing in this additonal $1,642.00 for 20 years would give you extra $105,148.00, assuming a 10% annual return.
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN allocates $7,109,026.00 to match its employees' contributions, providing an employer match rate of 28.23% of their contributions
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is 19.79%.
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is 19.09%. This measures the effectiveness of the plan participants' investments in the year.
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS PLAN is 0.01%.
Enrollment Features
WESTERN & SOUTHERN FINANCIAL GROUP EMPLOYEE RETIREMENT 401(K) SAVINGS 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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