MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

Plan Contact

  • Address: 2487 S. GILBERT RD. SUITE 106-454,GILBERT,AZ
  • Contact person: KRISTI DALLEY
  • Phone: (425) 226-2805

Plan General Information

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is $453,042.00.This plan was established in 2013.

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is 183

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Average Participant Retirement Account Value

In 2022, the average participant retirement account value for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is $2,475.00

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is $323.00.

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is approximately $109.00
Investing in this additonal $109.00 for 20 years would give you extra $6,994.00, assuming a 10% annual return.

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Total Employer Contribution and Match Rate

In 2022, MY FUTURE 401K PLAN FIDUCIARY WISE, LLC allocates $20,000.00 to match its employees' contributions, providing an employer match rate of 67.60% of their contributions

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is -15.91%.

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is -17.47%. This measures the effectiveness of the plan participants' investments in the year.

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Expense Ratio

In 2022, the investment and administrative expense ratio of MY FUTURE 401K PLAN FIDUCIARY WISE, LLC is 2.29%.

Enrollment Features

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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