RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS

Plan Overview & Key Metrics

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is a defined contribution retirement plan offered by RAND-WHITNEY CONTAINER, LLC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is $799,114.00.This plan was established in 2005.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is 85

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Average Participant Retirement Account Value

In 2022, the average participant retirement account value for RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is $9,401.00

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is $533.00.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is approximately $103.00
Investing in this additonal $103.00 for 20 years would give you extra $6,604.00, assuming a 10% annual return.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Total Employer Contribution and Match Rate

In 2022, RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS allocates $8,771.00 to match its employees’ contributions, providing an employer match rate of 14.69% of their contributions

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is -11.10%.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is -15.89%. This measures the effectiveness of the plan participants’ investments in the year.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS Expense Ratio

In 2022, the investment and administrative expense ratio of RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS is 0.53%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

Please log in to view contact information.

Enrollment & Brokerage Features

The following features describe how RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of RAND WHITNEY 401(K) PLAN FOR BARGAINING UNITS:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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