ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN

  • Address: 2677 NORTH MAIN ST. SUITE 400,SANTA ANA,CA
  • Contact person: SHIRLEY HORNER
  • Phone: (608) 217-3853
Investment Options of ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN (as of 2022)
METLIFE STABLE VALUE J (WILMINGTON TRUST RISC CIT)
STATE ST CASH SERIES US GOVT L (STATE STREET BANK & TRUST CO)

ANSER ADVISORY,LLC 401(K) PROFIT SHARING 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.

At the end of 2022, the total retirement plan assets of ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is $32,376,623.00.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is 573

In 2022, the average participant retirement account value for ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is $56,503.00

In 2022, the estimated average employee contribution amount per participant for ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is $10,312.00

In 2022, the estimated average employer match for an employee in ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is approximately $4,241.00

In 2022, ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN allocates $2,430,381.00 to match its employees' contributions, providing an employer match rate of 47.23% of their contributions

In 2022, the total retirement plan asset growth rate of ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is 9.64%

In 2022, the estimated aggregate retirement account investment gain/loss for ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is 6.30%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of ANSER ADVISORY,LLC 401(K) PROFIT SHARING PLAN is 0.47%.

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