WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN
- Address: 2051 WEST NORTHERN AVENUE SUITE 100,PHOENIX,AZ
- Contact person: KRISTINE LOPEZ
- Phone: (602) 335-8553
| Investment Options of WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN (as of 2022) |
|---|
| VICTORY SMALL CAP VALUE FUND (GLOBAL TRUST COMPANY) |
| PRU CORE BLUS BOND FUND (PRUDENTIAL TRUST COMPANY) |
| GREAT-WEST LIFETIME 2015 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2020 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2025 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| Click for all funds ↓↓↓ |
| GREAT-WEST LIFETIME 2030 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2035 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2040 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2045 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2050 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2055 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
| GREAT-WEST LIFETIME 2060 TRUST (GREAT-WEST TRUST COMPANY, LLC) |
WOOD, PATEL & ASSOCIATES, INC. 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.
At the end of 2022, the total retirement plan assets of WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is $10,132,193.00.This plan was established in 1995.
At the end of 2022, the total number of retirement plan participants in WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is 138
In 2022, the average participant retirement account value for WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is $73,421.00
In 2022, the estimated average employee contribution amount per participant for WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is $4,491.00
In 2022, the estimated average employer match for an employee in WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is approximately $1,439.00
In 2022, WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN allocates $198,673.00 to match its employees' contributions, providing an employer match rate of 34.03% of their contributions
In 2022, the total retirement plan asset growth rate of WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is -15.09%
In 2022, the estimated aggregate retirement account investment gain/loss for WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is -16.89%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of WOOD, PATEL & ASSOCIATES, INC. 401(K) PLAN is 0.17%.
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