WALL & ASSOCIATES, INC. 401(K) PLAN

At the end of 2022, the total retirement plan assets of WALL & ASSOCIATES, INC. 401(K) PLAN is $3,153,004.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in WALL & ASSOCIATES, INC. 401(K) PLAN is 191

In 2022, the average participant retirement account value for WALL & ASSOCIATES, INC. 401(K) PLAN is $16,507

In 2022, the estimated average employee contribution amount per participant for WALL & ASSOCIATES, INC. 401(K) PLAN is $517

In 2022, the estimated average employer match for an employee in WALL & ASSOCIATES, INC. 401(K) PLAN is approximately $272

In 2022, WALL & ASSOCIATES, INC. 401(K) PLAN allocates $52,102 to match its employees’ contributions, providing an employer match rate of 50.69% of their contributions

In 2022, the total retirement plan asset growth rate of WALL & ASSOCIATES, INC. 401(K) PLAN is -23.29%

In 2022, the estimated aggregate retirement account investment gain/loss for WALL & ASSOCIATES, INC. 401(K) PLAN is -10.59%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of WALL & ASSOCIATES, INC. 401(K) PLAN is 0.80%.

Enrollment Features

WALL & ASSOCIATES, 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.