403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC.

Plan Contact

  • Address: 416 WEST 127TH STREET,NEW YORK,NY
  • Contact person: ALVARO SIMMONS
  • Phone: (212) 866-2600

Plan General Information

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is $778,116.00.This plan was established in 2010.

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is 103

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Average Participant Retirement Account Value

In 2014, the average participant retirement account value for 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is $7,554.00

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is $2,337.00.

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is approximately $311.00
Investing in this additonal $311.00 for 20 years would give you extra $19,904.00, assuming a 10% annual return.

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Total Employer Contribution and Match Rate

In 2014, 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. allocates $32,033.00 to match its employees' contributions, providing an employer match rate of 26.60% of their contributions

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is 21.38%.

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is 5.18%. This measures the effectiveness of the plan participants' investments in the year.

403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. Expense Ratio

In 2014, the investment and administrative expense ratio of 403 (B) THRIFT PLAN OF HERITAGE HEALTH & HOUSING, INC. is 0.41%.

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