AAA NCNU 401(K) PLAN

Overview

Plan Contact

  • Address: 1277 TREAT BOULEVARD,,WALNUT CREEK,CA
  • Contact person: RUTH MICHAEL-MCDEVITT
  • Phone: (925) 274-6820

Plan General Information


At the end of 2022, the total retirement plan assets of AAA NCNU 401(K) PLAN is $542,938,265.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in AAA NCNU 401(K) PLAN is 6618

In 2022, the average participant retirement account value for AAA NCNU 401(K) PLAN is $82,039

In 2022, the estimated average employee contribution amount per participant for AAA NCNU 401(K) PLAN is $5,070

In 2022, the estimated average employer match for an employee in AAA NCNU 401(K) PLAN is approximately $4,727

In 2022, AAA NCNU 401(K) PLAN allocates $31,284,187 to match its employees’ contributions, providing an employer match rate of 109.05% of their contributions

In 2022, the total retirement plan asset growth rate of AAA NCNU 401(K) PLAN is -16.38%

In 2022, the estimated aggregate retirement account investment gain/loss for AAA NCNU 401(K) PLAN is -16.87%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of AAA NCNU 401(K) PLAN is 0.09%.

Enrollment Features

AAA NCNU 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.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.