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THE WITTERN GROUP NON-BARGAINING 401(K) PLAN

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Plan General Information

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is $18,515,514.00.This plan was established in 1993.

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is 240

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is $77,147.00

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is $4,746.00.

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is approximately $2,135.00
Investing in this additonal $2,135.00 for 20 years would give you extra $136,683.00, assuming a 10% annual return.

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, THE WITTERN GROUP NON-BARGAINING 401(K) PLAN allocates $512,563.00 to match its employees' contributions, providing an employer match rate of 48.64% of their contributions

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is 22.69%.

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is 16.04%. This measures the effectiveness of the plan participants' investments in the year.

THE WITTERN GROUP NON-BARGAINING 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of THE WITTERN GROUP NON-BARGAINING 401(K) PLAN is 0.26%.

Enrollment Features

THE WITTERN GROUP NON-BARGAINING 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.

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