WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN

At the end of 2022, the total retirement plan assets of WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is $195,953,595.This plan was established in 1970.

At the end of 2022, the total number of retirement plan participants in WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is 541

In 2022, the average participant retirement account value for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is $362,206

In 2022, the estimated average employee contribution amount per participant for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is $8,602

In 2022, the estimated average employer match for an employee in WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is approximately $8,705

In 2022, WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN allocates $4,709,467 to match its employees’ contributions, providing an employer match rate of 100.73% of their contributions

In 2022, the total retirement plan asset growth rate of WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is -17.60%

In 2022, the estimated aggregate retirement account investment gain/loss for WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is -14.65%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN is 0.32%.

Enrollment Features

WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    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.