STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST

Plan Contact

  • Address: 4550 E. THOUSAND OAKS BLVD, STE 200,WESTLAKE VILLAGE,CA
  • Phone: (805) 436-3446

Plan General Information

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is $574,038.00.This plan was established in 2022.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is 139

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is $4,129.00

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is $923.00.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is 27.65%.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is 12.70%. This measures the effectiveness of the plan participants' investments in the year.

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of STRATEGIC DIVERSIFIED MANAGEMENT, INC. 401(K) PLAN AND TRUST is 1.60%.

Enrollment Features

STRATEGIC DIVERSIFIED MANAGEMENT, INC. 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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