WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN
- Address: 1251 AVENUE OF THE AMERICAS,,NEW YORK,NY
- Contact person: KENNETH NICK
- Phone: (212) 257-4642
| Investment Options of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN (as of 2022) |
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| PRIN LGCP S&P 500 INDEX SA-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
| PRIN SMCAP GROWTH I SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
| PRIN CAPITAL APPR SA-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
| PRIN DIV REAL ASSET SA-Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2020 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| Click for all funds ↓↓↓ |
| PRIN LIFETIME HYBR 2025 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2030 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2035 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2040 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2045 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2050 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2055 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIF TIME HYBR INC CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN CORE FIX INC SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
| PRIN LIFETIME HYBR 2060 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN LIFETIME HYBR 2065 CIT Z (PRINCIPAL GLOBAL INVESTORS TRUST CO) |
| PRIN EQUITY INCOME SA-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
WATERFALL ASSET MANAGEMENT LLC 401(K) 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 WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $23,679,779.00.This plan was established in 2017.
At the end of 2022, the total number of retirement plan participants in WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is 187
In 2022, the average participant retirement account value for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $126,629.00
In 2022, the estimated average employee contribution amount per participant for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $14,620.00
In 2022, the estimated average employer match for an employee in WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is approximately $8,143.00
In 2022, WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN allocates $1,522,907.00 to match its employees' contributions, providing an employer match rate of 59.69% of their contributions
In 2022, the total retirement plan asset growth rate of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is -1.89%
In 2022, the estimated aggregate retirement account investment gain/loss for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is -14.77%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is 0.42%.
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