ROCK WEST 401(K) PLAN
Plan Contact
- Address: 7625 PANASONIC WAY,SAN DIEGO,CA
- Contact person: CHRISTINA FREDERICK
- Phone: (858) 537-6260
Plan General Information
ROCK WEST 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ROCK WEST 401(K) PLAN is $9,018,831.00.This plan was established in 2009.
ROCK WEST 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ROCK WEST 401(K) PLAN is 196
ROCK WEST 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ROCK WEST 401(K) PLAN is $46,014.00
ROCK WEST 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ROCK WEST 401(K) PLAN is $7,377.00.
ROCK WEST 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ROCK WEST 401(K) PLAN is 43.74%.
ROCK WEST 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ROCK WEST 401(K) PLAN is 19.15%. This measures the effectiveness of the plan participants' investments in the year.
ROCK WEST 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ROCK WEST 401(K) PLAN is 0.06%.
Enrollment Features
ROCK WEST 401(K) 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Retirement Plan Contribution Limits in 2024
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 ...