UMPQUA BANK 401(K) AND PROFIT SHARING PLAN
- Address: 1301 A STREET,TACOMA,WA
- Contact person: AARON WOODELL
- Phone: (503) 268-6633
| Investment Options of UMPQUA BANK 401(K) AND PROFIT SHARING PLAN (as of 2022) |
|---|
| JPMCB SR PB 2030 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2050 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2020 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2025 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB INC CF (JP MORGAN CHASE BANK, N.A.) |
| Click for all funds ↓↓↓ |
| JPMCB SR PB 2045 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2035 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2040 CF (JP MORGAN CHASE BANK, N.A.) |
| JPMCB SR PB 2055 CF (JP MORGAN CHASE BANK, N.A.) |
| PUTNAM STABLE VALUE (PUTNAM FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET INC (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2020 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2025 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2030 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2035 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2040 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2045 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2050 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2055 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2060 (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET 2065 (VANGUARD FIDUCIARY TRUST COMPANY) |
UMPQUA BANK 401(K) AND PROFIT SHARING 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is $396,108,299.00.This plan was established in 1971.
At the end of 2022, the total number of retirement plan participants in UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is 5477
In 2022, the average participant retirement account value for UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is $72,322.00
In 2022, the estimated average employee contribution amount per participant for UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is $5,425.00
In 2022, the estimated average employer match for an employee in UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is approximately $1,933.00
In 2022, UMPQUA BANK 401(K) AND PROFIT SHARING PLAN allocates $10,591,846.00 to match its employees' contributions, providing an employer match rate of 35.64% of their contributions
In 2022, the total retirement plan asset growth rate of UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is -15.48%
In 2022, the estimated aggregate retirement account investment gain/loss for UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is -16.92%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of UMPQUA BANK 401(K) AND PROFIT SHARING PLAN is 0.10%.
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