WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN

Plan Contact

  • Address: 3198 PARKWOOD BLVD,,FRISCO,TX
  • Contact person: JEFF EDWARDS
  • Phone: (972) 292-7648

Plan General Information

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2016, the total retirement plan assets of WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is $433,003.00.This plan was established in 1996.

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2016, the total number of retirement plan participants in WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is 459

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2016, the average participant retirement account value for WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is $943.00

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2016, the estimated average employee contribution amount per participant for WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is $745.00.

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Estimated Average Employer Match

In 2016, the estimated average employer match for an employee in WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is approximately $88.00
Investing in this additonal $88.00 for 20 years would give you extra $5,646.00, assuming a 10% annual return.

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2016, WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN allocates $40,493.00 to match its employees' contributions, providing an employer match rate of 23.66% of their contributions

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2016, the total retirement plan asset growth rate of WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is -84.74%.

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2016, the estimated aggregate retirement account investment gain/loss for WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is 8.99%. This measures the effectiveness of the plan participants' investments in the year.

WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN Expense Ratio

In 2016, the investment and administrative expense ratio of WESTWOOD ADVISORY SERVICES, INC. 401(K) PLAN is 0.65%.

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