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ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 2410 BROADWAY AVE,WALNUT PARK,CA
  • Contact person: XAVIER REYES
  • Phone: (323) 923-0383

Plan General Information

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is $420,799.00.This plan was established in 2017.

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is 249

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is $1,689.00

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is $242.00.

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is 16.64%.

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is 16.50%. This measures the effectiveness of the plan participants' investments in the year.

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST is 3.56%.

Enrollment Features

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 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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