WENDY'S EMPLOYEE INVESTMENT PLAN

Plan Contact

  • Address: 2501 CROSSINGS BLVD.,,BOWLING GREEN,KY
  • Contact person: ANTHONY WARREN
  • Phone: (270) 782-6124

Plan General Information

WENDY'S EMPLOYEE INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WENDY'S EMPLOYEE INVESTMENT PLAN is $7,856,611.00.This plan was established in 2002.

WENDY'S EMPLOYEE INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WENDY'S EMPLOYEE INVESTMENT PLAN is 1451

WENDY'S EMPLOYEE INVESTMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WENDY'S EMPLOYEE INVESTMENT PLAN is $5,414.00

WENDY'S EMPLOYEE INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WENDY'S EMPLOYEE INVESTMENT PLAN is $977.00.

WENDY'S EMPLOYEE INVESTMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WENDY'S EMPLOYEE INVESTMENT PLAN is approximately $185.00
Investing in this additonal $185.00 for 20 years would give you extra $11,861.00, assuming a 10% annual return.

WENDY'S EMPLOYEE INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2023, WENDY'S EMPLOYEE INVESTMENT PLAN allocates $268,932.00 to match its employees' contributions, providing an employer match rate of 37.92% of their contributions

WENDY'S EMPLOYEE INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WENDY'S EMPLOYEE INVESTMENT PLAN is 30.80%.

WENDY'S EMPLOYEE INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WENDY'S EMPLOYEE INVESTMENT PLAN is 19.35%. This measures the effectiveness of the plan participants' investments in the year.

WENDY'S EMPLOYEE INVESTMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WENDY'S EMPLOYEE INVESTMENT PLAN is 0.60%.

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