PLANFUL, INC. 401(K) PLAN

Overview

Plan Contact

  • Address: 150 SPEAR STREET, SUITE 1850,SAN FRANCISCO,CA
  • Contact person: DANIELLE RUSSELL
  • Phone: (510) 427-2621

Plan General Information


At the end of 2022, the total retirement plan assets of PLANFUL, INC. 401(K) PLAN is $9,972,073.This plan was established in 2014.

At the end of 2022, the total number of retirement plan participants in PLANFUL, INC. 401(K) PLAN is 238

In 2022, the average participant retirement account value for PLANFUL, INC. 401(K) PLAN is $41,899

In 2022, the estimated average employee contribution amount per participant for PLANFUL, INC. 401(K) PLAN is $6,981


In 2022, the total retirement plan asset growth rate of PLANFUL, INC. 401(K) PLAN is -20.49%

In 2022, the estimated aggregate retirement account investment gain/loss for PLANFUL, INC. 401(K) PLAN is -17.38%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of PLANFUL, INC. 401(K) PLAN is 0.28%.

Enrollment Features

PLANFUL, 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.