ANDERTON GROUP II, LTD. 401(K) PLAN

At the end of 2022, the total retirement plan assets of ANDERTON GROUP II, LTD. 401(K) PLAN is $3,076,626.This plan was established in 1998.

At the end of 2022, the total number of retirement plan participants in ANDERTON GROUP II, LTD. 401(K) PLAN is 137

In 2022, the average participant retirement account value for ANDERTON GROUP II, LTD. 401(K) PLAN is $22,457

In 2022, the estimated average employee contribution amount per participant for ANDERTON GROUP II, LTD. 401(K) PLAN is $1,804

In 2022, the estimated average employer match for an employee in ANDERTON GROUP II, LTD. 401(K) PLAN is approximately $617

In 2022, ANDERTON GROUP II, LTD. 401(K) PLAN allocates $84,630 to match its employees’ contributions, providing an employer match rate of 34.61% of their contributions

In 2022, the total retirement plan asset growth rate of ANDERTON GROUP II, LTD. 401(K) PLAN is -20.94%

In 2022, the estimated aggregate retirement account investment gain/loss for ANDERTON GROUP II, LTD. 401(K) PLAN is -17.37%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ANDERTON GROUP II, LTD. 401(K) PLAN is 1.04%.

Enrollment Features

ANDERTON GROUP II, LTD. 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.