WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST
Plan Contact
- Address: 701 XENIA AVENUE, SUITE 300,MINNEAPOLIS,MN
- Contact person: BRET WEISS
- Phone: (763) 541-4800
Plan General Information
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is $90,591,670.00.This plan was established in 1998.
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is 839
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is $107,975.00
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is $12,270.00.
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is approximately $3,530.00
Investing in this additonal $3,530.00 for 20 years would give you extra $225,932.00, assuming a 10% annual return.
Investing in this additonal $3,530.00 for 20 years would give you extra $225,932.00, assuming a 10% annual return.
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST allocates $2,961,837.00 to match its employees' contributions, providing an employer match rate of 57.54% of their contributions
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is 27.69%.
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is 21.83%. This measures the effectiveness of the plan participants' investments in the year.
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST is 0.15%.
Enrollment Features
WSB LLC 401(K) NEW COMPARABILITY PLAN AND TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...