WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN

Plan Contact

  • Address: 301 BATTERY STREET, STE 400,SAN FRANCISCO,CA
  • Contact person: HEATHER HALL
  • Phone: (415) 981-6911

Plan General Information

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is $16,116,559.00.This plan was established in 1984.

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is 110

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Average Participant Retirement Account Value

In 2014, the average participant retirement account value for WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is $146,514.00

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is $10,985.00.

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is approximately $5,311.00
Investing in this additonal $5,311.00 for 20 years would give you extra $339,958.00, assuming a 10% annual return.

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Total Employer Contribution and Match Rate

In 2014, WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN allocates $584,303.00 to match its employees' contributions, providing an employer match rate of 96.71% of their contributions

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is -11.40%.

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is 2.53%. This measures the effectiveness of the plan participants' investments in the year.

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN Expense Ratio

In 2014, the investment and administrative expense ratio of WHV INVESTMENT MANAGEMENT 401(K) AND PENSION PLAN is 0.40%.

Enrollment Features

WHV INVESTMENT MANAGEMENT 401(K) AND PENSION 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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