WHA PLAN FOR LIVING 401(K) AND TRUST

Plan Contact

  • Address: 8770 PARK CENTRAL DR,RICHMOND,VA
  • Contact person: KRISTIN JONES
  • Phone: (804) 264-2304

Plan General Information

WHA PLAN FOR LIVING 401(K) AND TRUST Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WHA PLAN FOR LIVING 401(K) AND TRUST is $14,354,081.00.This plan was established in 1985.

WHA PLAN FOR LIVING 401(K) AND TRUST Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WHA PLAN FOR LIVING 401(K) AND TRUST is 224

WHA PLAN FOR LIVING 401(K) AND TRUST Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WHA PLAN FOR LIVING 401(K) AND TRUST is $64,080.00

WHA PLAN FOR LIVING 401(K) AND TRUST Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WHA PLAN FOR LIVING 401(K) AND TRUST is $7,625.00.

WHA PLAN FOR LIVING 401(K) AND TRUST Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WHA PLAN FOR LIVING 401(K) AND TRUST is approximately $372.00
Investing in this additonal $372.00 for 20 years would give you extra $23,848.00, assuming a 10% annual return.

WHA PLAN FOR LIVING 401(K) AND TRUST Total Employer Contribution and Match Rate

In 2023, WHA PLAN FOR LIVING 401(K) AND TRUST allocates $83,471.00 to match its employees' contributions, providing an employer match rate of 9.77% of their contributions

WHA PLAN FOR LIVING 401(K) AND TRUST Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WHA PLAN FOR LIVING 401(K) AND TRUST is 21.27%.

WHA PLAN FOR LIVING 401(K) AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WHA PLAN FOR LIVING 401(K) AND TRUST is 18.63%. This measures the effectiveness of the plan participants' investments in the year.

WHA PLAN FOR LIVING 401(K) AND TRUST Expense Ratio

In 2023, the investment and administrative expense ratio of WHA PLAN FOR LIVING 401(K) AND TRUST is 0.32%.

Enrollment Features

WHA PLAN FOR LIVING 401(K) AND TRUST 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.

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