CIRCLE WOOD SERVICES 401(K) PLAN

Overview

Plan Contact

  • Address: 3670 W. TEMPLE AVE,,POMONA,CA
  • Phone: (909) 784-0733

Plan General Information


At the end of 2022, the total retirement plan assets of CIRCLE WOOD SERVICES 401(K) PLAN is $4,615,809.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in CIRCLE WOOD SERVICES 401(K) PLAN is 138

In 2022, the average participant retirement account value for CIRCLE WOOD SERVICES 401(K) PLAN is $33,447

In 2022, the estimated average employee contribution amount per participant for CIRCLE WOOD SERVICES 401(K) PLAN is $6,886

In 2022, the estimated average employer match for an employee in CIRCLE WOOD SERVICES 401(K) PLAN is approximately $2,509

In 2022, CIRCLE WOOD SERVICES 401(K) PLAN allocates $346,323 to match its employees’ contributions, providing an employer match rate of 37.53% of their contributions

In 2022, the total retirement plan asset growth rate of CIRCLE WOOD SERVICES 401(K) PLAN is 4.53%

In 2022, the estimated aggregate retirement account investment gain/loss for CIRCLE WOOD SERVICES 401(K) PLAN is -15.47%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CIRCLE WOOD SERVICES 401(K) PLAN is 0.35%.

Enrollment Features

CIRCLE WOOD SERVICES 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.