WHITRIDGE ASSOCIATES, INC. 401(K) PLAN
Plan Contact
- Address: 50 THOMAS PATTEN DR,,RANDOLPH,MA
- Contact person: ANNE MARIE ANDERSON
- Phone: (855) 691-8226
Plan General Information
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is $10,713,994.00.This plan was established in 1997.
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is 243
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is $44,090.00
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is $4,044.00.
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is approximately $891.00
Investing in this additonal $891.00 for 20 years would give you extra $57,077.00, assuming a 10% annual return.
Investing in this additonal $891.00 for 20 years would give you extra $57,077.00, assuming a 10% annual return.
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, WHITRIDGE ASSOCIATES, INC. 401(K) PLAN allocates $216,715.00 to match its employees' contributions, providing an employer match rate of 24.53% of their contributions
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is 21.93%.
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is 19.44%. This measures the effectiveness of the plan participants' investments in the year.
WHITRIDGE ASSOCIATES, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WHITRIDGE ASSOCIATES, INC. 401(K) PLAN is 0.03%.
Enrollment Features
WHITRIDGE ASSOCIATES, INC. 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.
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