WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN
- Address: 5555 SAN FELIPE,,HOUSTON,TX
- Contact person: MEGAN THOMAS
- Phone: (713) 230-8864
| Investment Options of WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN (as of 2022) |
|---|
| TIAA-CREF LIFECYCLE INDEX 2065 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2060 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2055 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2050 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2045 (JOHN HANCOCK USA) |
| Click for all funds ↓↓↓ |
| TIAA-CREF LIFECYCLE INDEX 2040 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2035 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2030 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2025 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2020 (JOHN HANCOCK USA) |
| TIAA-CREF LIFECYCLE INDEX 2015 (JOHN HANCOCK USA) |
| FINANCIAL INDUSTRIES FUND (JOHN HANCOCK USA) |
| JOHN HANCOCK MID CAP GROWTH (JOHN HANCOCK USA) |
| REAL EST. SECURITIES FUND (JOHN HANCOCK USA) |
| T. ROWE PRICE SCI & TECH (JOHN HANCOCK USA) |
| VANGUARD MATERIALS INDEX FUND (JOHN HANCOCK USA) |
| VANGUARD MID-CAP VALUE ETF (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP GROW INDEX (JOHN HANCOCK USA) |
| VANGUARD SMALL CAP VALUE INDEX (JOHN HANCOCK USA) |
| TIAA-CREF LARGE-CAP GROWTH IDX (JOHN HANCOCK USA) |
| VANGUARD INTERNATIONAL GROWTH (JOHN HANCOCK USA) |
| VANGUARD VALUE INDEX FUND (JOHN HANCOCK USA) |
| LORD ABBETT BOND DEBENTURE (JOHN HANCOCK USA) |
| WESTERN ASSET CORE BOND FUND (JOHN HANCOCK USA) |
| RELIANCE METLIFE STABLE VALUE (JOHN HANCOCK USA) |
WATERBRIDGE MANAGEMENT COMPANY 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 WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is $11,986,681.00.This plan was established in 2019.
At the end of 2022, the total number of retirement plan participants in WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is 269
In 2022, the average participant retirement account value for WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is $44,560.00
In 2022, the estimated average employee contribution amount per participant for WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is $7,537.00
In 2022, the estimated average employer match for an employee in WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is approximately $6,389.00
In 2022, WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN allocates $1,718,840.00 to match its employees' contributions, providing an employer match rate of 89.95% of their contributions
In 2022, the total retirement plan asset growth rate of WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is 14.05%
In 2022, the estimated aggregate retirement account investment gain/loss for WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is -7.64%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN is 0.67%.
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