SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
Plan Contact
- Address: 2155 SANTA ROSA AVE,SANTA ROSA,CA
- Contact person: DEBBIE POWELL
- Phone: (707) 521-6238
Plan General Information
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Assets
At the end of 2017, the total retirement plan assets of SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is $2,344,005.00.This plan was established in 1995.
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Total Number of Retirement Plan Participants
At the end of 2017, the total number of retirement plan participants in SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is 133
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Average Participant Retirement Account Value
In 2017, the average participant retirement account value for SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is $17,624.00
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Average Employee Contribution Amount
In 2017, the estimated average employee contribution amount per participant for SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is $2,794.00.
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Total Retirement Plan Asset Growth Rate
In 2017, the total retirement plan asset growth rate of SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is 24.56%.
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2017, the estimated aggregate retirement account investment gain/loss for SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is 14.11%. This measures the effectiveness of the plan participants' investments in the year.
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST Expense Ratio
In 2017, the investment and administrative expense ratio of SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST is 0.10%.
Enrollment Features
SWS MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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