JAMES EDWARD & COMPANIES, INC. 401(K) PLAN

At the end of 2022, the total retirement plan assets of JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is $6,462,085.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is 381

In 2022, the average participant retirement account value for JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is $16,960

In 2022, the estimated average employee contribution amount per participant for JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is $1,624

In 2022, the estimated average employer match for an employee in JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is approximately $958

In 2022, JAMES EDWARD & COMPANIES, INC. 401(K) PLAN allocates $365,145 to match its employees’ contributions, providing an employer match rate of 64.20% of their contributions

In 2022, the total retirement plan asset growth rate of JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is -19.65%

In 2022, the estimated aggregate retirement account investment gain/loss for JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is -14.28%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of JAMES EDWARD & COMPANIES, INC. 401(K) PLAN is 0.90%.

Enrollment Features

JAMES EDWARD & COMPANIES, INC. 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.