SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN
Plan Contact
- Address: 2615 HOMESTEAD PLACE,RANCHO DOMINGUEZ,CA
- Contact person: CATHY RAMIREZ
- Phone: (310) 608-4422
Plan General Information
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is $26,100,412.00.This plan was established in 1962.
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is 189
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is $138,097.00
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is $6,246.00.
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is approximately $2,483.00
Investing in this additonal $2,483.00 for 20 years would give you extra $158,952.00, assuming a 10% annual return.
Investing in this additonal $2,483.00 for 20 years would give you extra $158,952.00, assuming a 10% annual return.
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN allocates $469,406.00 to match its employees' contributions, providing an employer match rate of 39.76% of their contributions
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is 11.97%.
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is 13.08%. This measures the effectiveness of the plan participants' investments in the year.
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN is 0.24%.
Enrollment Features
SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
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 ...