WALTER'S 401(K) RETIREMENT PLAN
- Address: 3213 ADAMS ST,RIVERSIDE,CA
- Contact person: COLLEEN LEYVA
- Phone: (951) 688-3332
| Investment Options of WALTER'S 401(K) RETIREMENT PLAN (as of 2022) |
|---|
| AMERICAN FDS EUROPACIFIC GR RET OPT (TRANSAMERICA LIFE INS CO) |
| AMERICAN FDS FDAMENTAL INVS RET OPT (TRANSAMERICA LIFE INS CO) |
| AMERICAN FUNDS BALANCED RET OPT (TRANSAMERICA LIFE INS CO) |
| AMERICAN FDS NEW PRSPCTV RET OPT (TRANSAMERICA LIFE INS CO) |
| DFA INF-PROTECTED SEC PRTF RET OPT (TRANSAMERICA LIFE INS CO) |
| Click for all funds ↓↓↓ |
| DFA U.S. TRGTED VALUE PRTF RET OPT (TRANSAMERICA LIFE INS CO) |
| INVESCO AMERICAN VALUE RET OPT (TRANSAMERICA LIFE INS CO) |
| INVESCO DVSF DIVIDEND RET OPT (TRANSAMERICA LIFE INS CO) |
| JANUS HENDERSON TRITON RET OPT (TRANSAMERICA LIFE INS CO) |
| LOOMIS SAYLES INV GRADE BD RT OPT (TRANSAMERICA LIFE INS CO) |
| MORGAN STANLEY GROWTH RET OPT (TRANSAMERICA LIFE INS CO) |
| PIONEER SELECT MID CAP GR RET OPT (TRANSAMERICA LIFE INS CO) |
| STATE STREET INTL INDEX RET OPT (TRANSAMERICA LIFE INS CO) |
| STATE STREET RUSSELL SM CP IDX RT O (TRANSAMERICA LIFE INS CO) |
| STATE STREET S&P MD CP IDX RET OPT (TRANSAMERICA LIFE INS CO) |
| STATE STREET U.S. BOND IDX RET OPT (TRANSAMERICA LIFE INS CO) |
| TA VANGUARD REIT INDEX RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2025 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2030 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2035 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2040 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2045 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2050 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2055 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP INDEX 2060 RET OPT (TRANSAMERICA LIFE INS CO) |
| TA BLACKROCK LP IDX RETMENT RET OPT (TRANSAMERICA LIFE INS CO) |
| TRANSAMERICA PTNR STOCK IDX RT OPT (TRANSAMERICA LIFE INS CO) |
WALTER'S 401(K) RETIREMENT PLAN has the following features:
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 WALTER'S 401(K) RETIREMENT PLAN is $8,984,957.00.This plan was established in 1997.
At the end of 2022, the total number of retirement plan participants in WALTER'S 401(K) RETIREMENT PLAN is 342
In 2022, the average participant retirement account value for WALTER'S 401(K) RETIREMENT PLAN is $26,271.00
In 2022, the estimated average employee contribution amount per participant for WALTER'S 401(K) RETIREMENT PLAN is $4,947.00
In 2022, the total retirement plan asset growth rate of WALTER'S 401(K) RETIREMENT PLAN is -12.20%
In 2022, the estimated aggregate retirement account investment gain/loss for WALTER'S 401(K) RETIREMENT PLAN is -18.20%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WALTER'S 401(K) RETIREMENT PLAN is 0.24%.
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