ACTIVE WELLNESS 401(K) PLAN

Plan Contact

  • Address: 600 CALIFORNIA STREET,,SAN FRANCISCO,CA
  • Contact person: CAREY WHITE
  • Phone: (415) 230-7857

Plan General Information

ACTIVE WELLNESS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ACTIVE WELLNESS 401(K) PLAN is $6,481,702.00.This plan was established in 2014.

ACTIVE WELLNESS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ACTIVE WELLNESS 401(K) PLAN is 265

ACTIVE WELLNESS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ACTIVE WELLNESS 401(K) PLAN is $24,459.00

ACTIVE WELLNESS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ACTIVE WELLNESS 401(K) PLAN is $1,378.00.

ACTIVE WELLNESS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ACTIVE WELLNESS 401(K) PLAN is 21.78%.

ACTIVE WELLNESS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ACTIVE WELLNESS 401(K) PLAN is 17.85%. This measures the effectiveness of the plan participants' investments in the year.

ACTIVE WELLNESS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ACTIVE WELLNESS 401(K) PLAN is 0.53%.

Enrollment Features

ACTIVE WELLNESS 401(K) 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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