WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN

Plan Contact

  • Contact person: WILLIAM D. HOWEY, JR.
  • Phone: (913) 236-1979

Plan General Information

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Total Retirement Plan Assets

At the end of 2005, the total retirement plan assets of WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is $89,228,760.00.This plan was established in 1980.

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Total Number of Retirement Plan Participants

At the end of 2005, the total number of retirement plan participants in WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is 1427

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Average Participant Retirement Account Value

In 2005, the average participant retirement account value for WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is $62,528.00

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Estimated Average Employee Contribution Amount

In 2005, the estimated average employee contribution amount per participant for WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is $8,810.00.

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Estimated Average Employer Match

In 2005, the estimated average employer match for an employee in WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is approximately $2,017.00
Investing in this additonal $2,017.00 for 20 years would give you extra $129,129.00, assuming a 10% annual return.

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Total Employer Contribution and Match Rate

In 2005, WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN allocates $2,879,179.00 to match its employees' contributions, providing an employer match rate of 45.80% of their contributions

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Total Retirement Plan Asset Growth Rate

In 2005, the total retirement plan asset growth rate of WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is 5.37%.

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2005, the estimated aggregate retirement account investment gain/loss for WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is 9.78%. This measures the effectiveness of the plan participants' investments in the year.

WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN Expense Ratio

In 2005, the investment and administrative expense ratio of WADDELL & REED FINANCIAL INC. 401K AND THRIFT PLAN is 0.00%.

Enrollment Features

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...