ALIGN FINANCIAL HOLDINGS
Plan Contact
- Address: 350 10TH AVENUE, SUITE 1450,SAN DIEGO,CA
- Contact person: MICHELLE ROCCOFORTE
- Phone: (619) 866-6505
Plan General Information
ALIGN FINANCIAL HOLDINGS Total Retirement Plan Assets
At the end of 2022, the total retirement plan assets of ALIGN FINANCIAL HOLDINGS is $16,427,490.00.This plan was established in 2019.
ALIGN FINANCIAL HOLDINGS Total Number of Retirement Plan Participants
At the end of 2022, the total number of retirement plan participants in ALIGN FINANCIAL HOLDINGS is 264
ALIGN FINANCIAL HOLDINGS Average Participant Retirement Account Value
In 2022, the average participant retirement account value for ALIGN FINANCIAL HOLDINGS is $62,225.00
ALIGN FINANCIAL HOLDINGS Estimated Average Employee Contribution Amount
In 2022, the estimated average employee contribution amount per participant for ALIGN FINANCIAL HOLDINGS is $6,999.00.
ALIGN FINANCIAL HOLDINGS Estimated Average Employer Match
In 2022, the estimated average employer match for an employee in ALIGN FINANCIAL HOLDINGS is approximately $2,228.00
Investing in this additonal $2,228.00 for 20 years would give you extra $142,647.00, assuming a 10% annual return.
Investing in this additonal $2,228.00 for 20 years would give you extra $142,647.00, assuming a 10% annual return.
ALIGN FINANCIAL HOLDINGS Total Employer Contribution and Match Rate
In 2022, ALIGN FINANCIAL HOLDINGS allocates $588,422.00 to match its employees' contributions, providing an employer match rate of 33.29% of their contributions
ALIGN FINANCIAL HOLDINGS Total Retirement Plan Asset Growth Rate
In 2022, the total retirement plan asset growth rate of ALIGN FINANCIAL HOLDINGS is -7.27%.
ALIGN FINANCIAL HOLDINGS Estimated Aggregate Retirement Account Investment Gain/Loss
In 2022, the estimated aggregate retirement account investment gain/loss for ALIGN FINANCIAL HOLDINGS is -18.43%. This measures the effectiveness of the plan participants' investments in the year.
ALIGN FINANCIAL HOLDINGS Expense Ratio
In 2022, the investment and administrative expense ratio of ALIGN FINANCIAL HOLDINGS is 0.37%.
Enrollment Features
ALIGN FINANCIAL HOLDINGS 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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