SMARTHEALTH 401(K) PLAN AND TRUST

Plan Contact

  • Address: 3400 EAST MCDOWELL ROAD,PHOENIX,AZ
  • Contact person: MICHELLE SHAW
  • Phone: (602) 225-0595

Plan General Information

SMARTHEALTH 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SMARTHEALTH 401(K) PLAN AND TRUST is $27,058,716.00.This plan was established in 1974.

SMARTHEALTH 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SMARTHEALTH 401(K) PLAN AND TRUST is 327

SMARTHEALTH 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SMARTHEALTH 401(K) PLAN AND TRUST is $82,748.00

SMARTHEALTH 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SMARTHEALTH 401(K) PLAN AND TRUST is $3,856.00.

SMARTHEALTH 401(K) PLAN AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SMARTHEALTH 401(K) PLAN AND TRUST is approximately $1,128.00
Investing in this additonal $1,128.00 for 20 years would give you extra $72,242.00, assuming a 10% annual return.

SMARTHEALTH 401(K) PLAN AND TRUST Total Employer Contribution and Match Rate

In 2023, SMARTHEALTH 401(K) PLAN AND TRUST allocates $369,115.00 to match its employees' contributions, providing an employer match rate of 28.78% of their contributions

SMARTHEALTH 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SMARTHEALTH 401(K) PLAN AND TRUST is 10.16%.

SMARTHEALTH 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SMARTHEALTH 401(K) PLAN AND TRUST is 17.03%. This measures the effectiveness of the plan participants' investments in the year.

SMARTHEALTH 401(K) PLAN AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of SMARTHEALTH 401(K) PLAN AND TRUST is 0.11%.

Enrollment Features

SMARTHEALTH 401(K) PLAN AND TRUST 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.

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