WADDELL & REED FINANCIAL,INC. 401(K)PLAN
- Address: 6301 GLENEWOOD STREET,OVERLAND PARK,KS
- Contact person: GARY WEIDY
- Phone: (913) 608-2699
| Investment Options of WADDELL & REED FINANCIAL,INC. 401(K)PLAN (as of 2022) |
|---|
| IVY INVESTMENTS CIT (SEI TRUST COMPANY) |
| SS U.S. BOND IND NL SF CL C (STATE STREET GLOBAL ADVISORS TRUST COMPANY) |
| STATE STREET INTL INDX NL SF CL C (STATE STREET GLOBAL ADVISORS TRUST COMPANY) |
| SCHWAB MANAGED RET TR FUND 2010 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2015 (CHARLES SCHWAB TRUST BANK) |
| Click for all funds ↓↓↓ |
| SCHWAB MANAGED RET TR FUND 2020 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2025 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2030 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2035 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2040 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2045 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2050 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2055 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND 2060 (CHARLES SCHWAB TRUST BANK) |
| SCHWAB MANAGED RET TR FUND - INCOME (CHARLES SCHWAB TRUST BANK) |
| SS RUSL SML CAP INDX NL SF CL S (STATE STREET GLOBAL ADVISORS TRUST COMPANY) |
| SS RUSL LRG CAP INDX NL SF CL C (STATE STREET GLOBAL ADVISORS TRUST COMPANY) |
| COLUMBIA TRUST EM EQUITY FDRS (AMERIPRISE TRUST COMPANY) |
WADDELL & REED FINANCIAL,INC. 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.
At the end of 2022, the total retirement plan assets of WADDELL & REED FINANCIAL,INC. 401(K)PLAN is $152,772,118.00.This plan was established in 1980.
At the end of 2022, the total number of retirement plan participants in WADDELL & REED FINANCIAL,INC. 401(K)PLAN is 1164
In 2022, the average participant retirement account value for WADDELL & REED FINANCIAL,INC. 401(K)PLAN is $131,247.00
In 2022, the estimated average employee contribution amount per participant for WADDELL & REED FINANCIAL,INC. 401(K)PLAN is $2,027.00
In 2022, the estimated average employer match for an employee in WADDELL & REED FINANCIAL,INC. 401(K)PLAN is approximately $1,036.00
In 2022, WADDELL & REED FINANCIAL,INC. 401(K)PLAN allocates $1,207,010.00 to match its employees' contributions, providing an employer match rate of 42.36% of their contributions
In 2022, the total retirement plan asset growth rate of WADDELL & REED FINANCIAL,INC. 401(K)PLAN is -39.12%
In 2022, the estimated aggregate retirement account investment gain/loss for WADDELL & REED FINANCIAL,INC. 401(K)PLAN is -19.11%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WADDELL & REED FINANCIAL,INC. 401(K)PLAN is 0.02%.
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