U.S. CAD 401(K) PLAN

Plan Contact

  • Address: 18831 BARDEEN AVE SUITE 200,IRVINE,CA
  • Contact person: HEATHER BAUGH
  • Phone: (877) 648-7223

Plan General Information

U.S. CAD 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of U.S. CAD 401(K) PLAN is $6,974,302.00.This plan was established in 2005.

U.S. CAD 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in U.S. CAD 401(K) PLAN is 154

U.S. CAD 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for U.S. CAD 401(K) PLAN is $45,287.00

U.S. CAD 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for U.S. CAD 401(K) PLAN is $5,993.00.

U.S. CAD 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in U.S. CAD 401(K) PLAN is approximately $1,707.00
Investing in this additonal $1,707.00 for 20 years would give you extra $109,260.00, assuming a 10% annual return.

U.S. CAD 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, U.S. CAD 401(K) PLAN allocates $262,908.00 to match its employees' contributions, providing an employer match rate of 28.21% of their contributions

U.S. CAD 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of U.S. CAD 401(K) PLAN is 38.26%.

U.S. CAD 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for U.S. CAD 401(K) PLAN is 18.64%. This measures the effectiveness of the plan participants' investments in the year.

U.S. CAD 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of U.S. CAD 401(K) PLAN is 0.70%.

Enrollment Features

U.S. CAD 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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