WEEBLY, INC. RETIREMENT TRUST

Plan Contact

  • Address: 460 BRYANT STREET,SAN FRANCISCO,CA
  • Contact person: PLAN SPONSOR
  • Phone: (415) 373-5254

Plan General Information

WEEBLY, INC. RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2015, the total retirement plan assets of WEEBLY, INC. RETIREMENT TRUST is $1,908,632.00.This plan was established in 2015.

WEEBLY, INC. RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2015, the total number of retirement plan participants in WEEBLY, INC. RETIREMENT TRUST is 155

WEEBLY, INC. RETIREMENT TRUST Average Participant Retirement Account Value

In 2015, the average participant retirement account value for WEEBLY, INC. RETIREMENT TRUST is $12,313.00

WEEBLY, INC. RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2015, the estimated average employee contribution amount per participant for WEEBLY, INC. RETIREMENT TRUST is $15,015.00.

WEEBLY, INC. RETIREMENT TRUST Estimated Average Employer Match

In 2015, the estimated average employer match for an employee in WEEBLY, INC. RETIREMENT TRUST is approximately $3,791.00
Investing in this additonal $3,791.00 for 20 years would give you extra $242,668.00, assuming a 10% annual return.

WEEBLY, INC. RETIREMENT TRUST Total Employer Contribution and Match Rate

In 2015, WEEBLY, INC. RETIREMENT TRUST allocates $587,713.00 to match its employees' contributions, providing an employer match rate of 50.50% of their contributions

WEEBLY, INC. RETIREMENT TRUST Expense Ratio

In 2015, the investment and administrative expense ratio of WEEBLY, INC. RETIREMENT TRUST is 0.04%.

Enrollment Features

WEEBLY, INC. RETIREMENT TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …