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WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN

Plan Contact

  • Address: 101 MARKET STREET, 7TH FLOOR,SAN FRANCISCO,CA
  • Contact person: ANDREW FERGUSON
  • Phone: (415) 369-2000

Plan General Information

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2011, the total retirement plan assets of WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is $29,262,164.00.This plan was established in 1990.

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2011, the total number of retirement plan participants in WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is 126

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Average Participant Retirement Account Value

In 2011, the average participant retirement account value for WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is $232,239.00

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2011, the estimated average employee contribution amount per participant for WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is $13,277.00.

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Estimated Average Employer Match

In 2011, the estimated average employer match for an employee in WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is approximately $7,823.00
Investing in this additonal $7,823.00 for 20 years would give you extra $500,729.00, assuming a 10% annual return.

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2011, WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN allocates $985,812.00 to match its employees' contributions, providing an employer match rate of 117.85% of their contributions

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2011, the total retirement plan asset growth rate of WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is 1.28%.

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2011, the estimated aggregate retirement account investment gain/loss for WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is -2.22%. This measures the effectiveness of the plan participants' investments in the year.

WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN Expense Ratio

In 2011, the investment and administrative expense ratio of WORKING ASSETS FUNDING SERVICE 401(K) RETIREMENT PLAN is 0.03%.

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