HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN

At the end of 2021, the total retirement plan assets of HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is $69,541,368.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is 148

In 2021, the average participant retirement account value for HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is $469,874

In 2021, the estimated average employee contribution amount per participant for HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is $8,393

In 2021, the estimated average employer match for an employee in HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is approximately $14,622

In 2021, HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN allocates $2,164,143 to match its employees’ contributions, providing an employer match rate of 174.22% of their contributions

In 2021, the total retirement plan asset growth rate of HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is 20.26%

In 2021, the estimated aggregate retirement account investment gain/loss for HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is 16.39%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of HARRIS, WILTSHIRE & GRANNIS LLP 401(K) PLAN is 0.01%.

Enrollment Features

HARRIS, WILTSHIRE & GRANNIS LLP 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.