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WILLIAM C. SMITH & CO. 401(K) PLAN

Plan Contact

  • Address: 1100 NEW JERSEY AVE SE STE 100,,WASHINGTON,DC
  • Contact person: DANIEL MORENO
  • Phone: (202) 465-7095

Plan General Information

WILLIAM C. SMITH & CO. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WILLIAM C. SMITH & CO. 401(K) PLAN is $29,920,655.00.This plan was established in 1997.

WILLIAM C. SMITH & CO. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WILLIAM C. SMITH & CO. 401(K) PLAN is 623

WILLIAM C. SMITH & CO. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WILLIAM C. SMITH & CO. 401(K) PLAN is $48,026.00

WILLIAM C. SMITH & CO. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WILLIAM C. SMITH & CO. 401(K) PLAN is $3,571.00.

WILLIAM C. SMITH & CO. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WILLIAM C. SMITH & CO. 401(K) PLAN is approximately $739.00
Investing in this additonal $739.00 for 20 years would give you extra $47,358.00, assuming a 10% annual return.

WILLIAM C. SMITH & CO. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, WILLIAM C. SMITH & CO. 401(K) PLAN allocates $461,005.00 to match its employees' contributions, providing an employer match rate of 19.54% of their contributions

WILLIAM C. SMITH & CO. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WILLIAM C. SMITH & CO. 401(K) PLAN is 10.94%.

WILLIAM C. SMITH & CO. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WILLIAM C. SMITH & CO. 401(K) PLAN is 17.49%. This measures the effectiveness of the plan participants' investments in the year.

WILLIAM C. SMITH & CO. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WILLIAM C. SMITH & CO. 401(K) PLAN is 0.47%.

Enrollment Features

WILLIAM C. SMITH & CO. 401(K) PLAN 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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