HALO 401K PROFIT SHARING PLAN & TRUST
- Address: 3030 EXPLORER DRIVE,SACRAMENTO,CA
- Phone: (916) 642-1866
HALO 401K PROFIT SHARING PLAN & TRUST has the following features:
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 HALO 401K PROFIT SHARING PLAN & TRUST is $4,731,179.00.This plan was established in 2016.
At the end of 2022, the total number of retirement plan participants in HALO 401K PROFIT SHARING PLAN & TRUST is 207
In 2022, the average participant retirement account value for HALO 401K PROFIT SHARING PLAN & TRUST is $22,855.00
In 2022, the estimated average employee contribution amount per participant for HALO 401K PROFIT SHARING PLAN & TRUST is $1,919.00
In 2022, the estimated average employer match for an employee in HALO 401K PROFIT SHARING PLAN & TRUST is approximately $2,397.00
In 2022, HALO 401K PROFIT SHARING PLAN & TRUST allocates $496,306.00 to match its employees' contributions, providing an employer match rate of 114.69% of their contributions
In 2022, the total retirement plan asset growth rate of HALO 401K PROFIT SHARING PLAN & TRUST is 2.69%
In 2022, the estimated aggregate retirement account investment gain/loss for HALO 401K PROFIT SHARING PLAN & TRUST is -11.37%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of HALO 401K PROFIT SHARING PLAN & TRUST is 1.00%.
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- 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
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