3CDC SECTION 403(B) PLAN II

Plan Contact

  • Address: 1203 WALNUT STREET 4TH FLOOR,CINCINNATI,OH
  • Contact person: CAITLIN FELVUS
  • Phone: (513) 621-4400

Plan General Information

3CDC SECTION 403(B) PLAN II Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 3CDC SECTION 403(B) PLAN II is $7,088,549.00.This plan was established in 2017.

3CDC SECTION 403(B) PLAN II Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 3CDC SECTION 403(B) PLAN II is 197

3CDC SECTION 403(B) PLAN II Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 3CDC SECTION 403(B) PLAN II is $35,982.00

3CDC SECTION 403(B) PLAN II Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 3CDC SECTION 403(B) PLAN II is $3,389.00.

3CDC SECTION 403(B) PLAN II Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 3CDC SECTION 403(B) PLAN II is approximately $1,900.00
Investing in this additonal $1,900.00 for 20 years would give you extra $121,620.00, assuming a 10% annual return.

3CDC SECTION 403(B) PLAN II Total Employer Contribution and Match Rate

In 2023, 3CDC SECTION 403(B) PLAN II allocates $374,363.00 to match its employees' contributions, providing an employer match rate of 61.36% of their contributions

3CDC SECTION 403(B) PLAN II Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 3CDC SECTION 403(B) PLAN II is 35.89%.

3CDC SECTION 403(B) PLAN II Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 3CDC SECTION 403(B) PLAN II is 19.38%. This measures the effectiveness of the plan participants' investments in the year.

3CDC SECTION 403(B) PLAN II Expense Ratio

In 2023, the investment and administrative expense ratio of 3CDC SECTION 403(B) PLAN II is 0.22%.

Enrollment Features

3CDC SECTION 403(B) PLAN II 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.


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