CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN

  • Address: 2301 ROSECRANS AVE #5100,EL SEGUNDO,CA
  • Contact person: RHONDA DIXON
  • Phone: (310) 257-5557

CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS 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 CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is $174,534,719.00.This plan was established in 2010.

At the end of 2022, the total number of retirement plan participants in CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is 2159

In 2022, the average participant retirement account value for CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is $80,840.00

In 2022, the estimated average employee contribution amount per participant for CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is $7,151.00

In 2022, the estimated average employer match for an employee in CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is approximately $1,574.00

In 2022, CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN allocates $3,400,072.00 to match its employees' contributions, providing an employer match rate of 23.24% of their contributions

In 2022, the total retirement plan asset growth rate of CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is -12.57%

In 2022, the estimated aggregate retirement account investment gain/loss for CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is -16.21%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CETERA FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN is 0.17%.

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