WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN

At the end of 2022, the total retirement plan assets of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $23,679,779.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is 187

In 2022, the average participant retirement account value for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $126,629

In 2022, the estimated average employee contribution amount per participant for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is $14,620

In 2022, the estimated average employer match for an employee in WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is approximately $8,143

In 2022, WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN allocates $1,522,907 to match its employees’ contributions, providing an employer match rate of 59.69% of their contributions

In 2022, the total retirement plan asset growth rate of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is -1.89%

In 2022, the estimated aggregate retirement account investment gain/loss for WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is -14.77%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN is 0.42%.

Enrollment Features

WATERFALL ASSET MANAGEMENT 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.