EWING-FOLEY, INC. SALARY DEFERRAL PLAN
Plan Contact
- Address: 10061 BUBB ROAD,,CUPERTINO,CA
- Contact person: R SCOTT LESSING
- Phone: (408) 342-2405
Plan General Information
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of EWING-FOLEY, INC. SALARY DEFERRAL PLAN is $15,387,472.00.This plan was established in 2003.
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in EWING-FOLEY, INC. SALARY DEFERRAL PLAN is 137
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for EWING-FOLEY, INC. SALARY DEFERRAL PLAN is $112,317.00
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for EWING-FOLEY, INC. SALARY DEFERRAL PLAN is $10,108.00.
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in EWING-FOLEY, INC. SALARY DEFERRAL PLAN is approximately $284.00
Investing in this additonal $284.00 for 20 years would give you extra $18,206.00, assuming a 10% annual return.
Investing in this additonal $284.00 for 20 years would give you extra $18,206.00, assuming a 10% annual return.
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Total Employer Contribution and Match Rate
In 2023, EWING-FOLEY, INC. SALARY DEFERRAL PLAN allocates $38,974.00 to match its employees' contributions, providing an employer match rate of 5.63% of their contributions
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of EWING-FOLEY, INC. SALARY DEFERRAL PLAN is 21.04%.
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for EWING-FOLEY, INC. SALARY DEFERRAL PLAN is 13.60%. This measures the effectiveness of the plan participants' investments in the year.
EWING-FOLEY, INC. SALARY DEFERRAL PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of EWING-FOLEY, INC. SALARY DEFERRAL PLAN is 0.42%.
Enrollment Features
EWING-FOLEY, INC. SALARY DEFERRAL PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Simple 401(k) Investment Guide
- Why Actively Managed Bond Funds Outperform Index Funds More Often Than Stocks
- Income Growth, Historical 401(k) Contribution Limit Data
- How Much Should I Save for Retirement By Age? A Realistic Reference
- Historical Year-by-Year Annual 401(k) Contribution Limits
- Year-by-Year Income Levels in the U.S.
- Realistic Reference Data on Retirement Savings by Age in 2025
- Navigating the ExxonMobil Savings Plan: A Guide to Low-Cost Index Investing
- Cadence Design Systems Inc. 401(k): A Plan with Low-Cost Target Date and Index Funds
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...