WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP

At the end of 2022, the total retirement plan assets of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $15,241,487.This plan was established in 1989.

At the end of 2022, the total number of retirement plan participants in WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is 104

In 2022, the average participant retirement account value for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $146,552

In 2022, the estimated average employee contribution amount per participant for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is $1,865

In 2022, the estimated average employer match for an employee in WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is approximately $911

In 2022, WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP allocates $94,760 to match its employees’ contributions, providing an employer match rate of 47.92% of their contributions

In 2022, the total retirement plan asset growth rate of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is -18.95%

In 2022, the estimated aggregate retirement account investment gain/loss for WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is -16.28%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP is 0.28%.

Enrollment Features

WALTON, LANTAFF, SCHROEDER & CARSON 401(K) PSP has the following features:
    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.