403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC.

Plan Contact

  • Address: PO BOX 1014,DAVIS,CA
  • Contact person: KRIS KIRKENDALL
  • Phone: (530) 758-5566

Plan General Information

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is $3,910,874.00.This plan was established in 1996.

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is 180

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is $21,727.00

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is $2,371.00.

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is approximately $513.00
Investing in this additonal $513.00 for 20 years would give you extra $32,880.00, assuming a 10% annual return.

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Total Employer Contribution and Match Rate

In 2023, 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. allocates $92,477.00 to match its employees' contributions, providing an employer match rate of 43.33% of their contributions

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is 15.64%.

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is 16.80%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of 403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. is 0.02%.

Enrollment Features

403(B) THRIFT PLAN FOR EMPLOYEES OF YOLO HOSPICE, INC. 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …