AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST

At the end of 2021, the total retirement plan assets of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $967,777.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 176

In 2021, the average participant retirement account value for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $5,498

In 2021, the estimated average employee contribution amount per participant for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is $1,017

In 2021, the estimated average employer match for an employee in AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is approximately $570

In 2021, AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST allocates $100,393 to match its employees’ contributions, providing an employer match rate of 56.05% of their contributions

In 2021, the total retirement plan asset growth rate of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 54.58%

In 2021, the estimated aggregate retirement account investment gain/loss for AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 11.78%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST is 1.46%.

Enrollment Features

AALLGROUP SOUTHWEST 401(K) PROFIT SHARING PLAN & TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.