CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST

At the end of 2022, the total retirement plan assets of CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is $29,050,817.This plan was established in 1992.

At the end of 2022, the total number of retirement plan participants in CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is 337

In 2022, the average participant retirement account value for CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is $86,204

In 2022, the estimated average employee contribution amount per participant for CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is $7,837

In 2022, the estimated average employer match for an employee in CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is approximately $3,022

In 2022, CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST allocates $1,018,694 to match its employees’ contributions, providing an employer match rate of 42.68% of their contributions

In 2022, the total retirement plan asset growth rate of CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is -1.00%

In 2022, the estimated aggregate retirement account investment gain/loss for CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is -11.92%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST is 0.15%.

Enrollment Features

CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT 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.