LATTER & BLUM HOLDING, LLC 401(K) PLAN

At the end of 2022, the total retirement plan assets of LATTER & BLUM HOLDING, LLC 401(K) PLAN is $5,605,227.This plan was established in 1994.

At the end of 2022, the total number of retirement plan participants in LATTER & BLUM HOLDING, LLC 401(K) PLAN is 159

In 2022, the average participant retirement account value for LATTER & BLUM HOLDING, LLC 401(K) PLAN is $35,253

In 2022, the estimated average employee contribution amount per participant for LATTER & BLUM HOLDING, LLC 401(K) PLAN is $2,223

In 2022, the estimated average employer match for an employee in LATTER & BLUM HOLDING, LLC 401(K) PLAN is approximately $112

In 2022, LATTER & BLUM HOLDING, LLC 401(K) PLAN allocates $17,856 to match its employees’ contributions, providing an employer match rate of 4.94% of their contributions

In 2022, the total retirement plan asset growth rate of LATTER & BLUM HOLDING, LLC 401(K) PLAN is -20.18%

In 2022, the estimated aggregate retirement account investment gain/loss for LATTER & BLUM HOLDING, LLC 401(K) PLAN is -16.95%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of LATTER & BLUM HOLDING, LLC 401(K) PLAN is 0.42%.

Enrollment Features

LATTER & BLUM HOLDING, LLC 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.