VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN
Plan Contact
- Address: 800 5TH AVENUE, SUITE 3900,SEATTLE,WA
- Contact person: KRAIG MCCOY
- Phone: (206) 622-3700
Plan General Information
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is $33,144,732.00.This plan was established in 1995.
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is 124
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is $267,296.00
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is $15,066.00.
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is approximately $3,845.00
Investing in this additonal $3,845.00 for 20 years would give you extra $246,129.00, assuming a 10% annual return.
Investing in this additonal $3,845.00 for 20 years would give you extra $246,129.00, assuming a 10% annual return.
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN allocates $476,876.00 to match its employees' contributions, providing an employer match rate of 27.76% of their contributions
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is 23.86%.
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is 18.08%. This measures the effectiveness of the plan participants' investments in the year.
VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN is 0.06%.
Enrollment Features
VERUS ADVISORY, INC. RETIREMENT & SAVINGS 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.
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.
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