WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN
- Address: 1700 MARKET STREET 28TH FLOOR,PHILADELPHIA,PA
- Contact person: JAMES CASSON
- Phone: (215) 732-5215
| Investment Options of WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN (as of 2022) |
|---|
| METLIFE STABLE VALUE FUND CIT III C (WILMINGTON METLIFE STABLE VALUE) |
| BNYM MELLON SL SIF INSTL (BNY MELLON COLLECTIVE TRUST) |
| BNYM MELLON SL SMALL CAP SIF INSTL (BNY MELLON COLLECTIVE TRUST) |
| BNYM MELLON SL MID CAP SIF INSTL (BNY MELLON COLLECTIVE TRUST) |
WALLACE ROBERTS & TODD, L.L.C. 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 WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is $15,794,898.00.This plan was established in 1992.
At the end of 2022, the total number of retirement plan participants in WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is 186
In 2022, the average participant retirement account value for WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is $84,918.00
In 2022, the estimated average employee contribution amount per participant for WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is $4,453.00
In 2022, the estimated average employer match for an employee in WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is approximately $429.00
In 2022, WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN allocates $79,826.00 to match its employees' contributions, providing an employer match rate of 9.90% of their contributions
In 2022, the total retirement plan asset growth rate of WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is -14.01%
In 2022, the estimated aggregate retirement account investment gain/loss for WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is -16.83%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WALLACE ROBERTS & TODD, L.L.C. 401(K) PLAN is 0.41%.
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