403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC.

Plan Contact

  • Address: 10 OAK PARK DR,BEDFORD,MA
  • Contact person: KIMBERLY BORGEN
  • Phone: (781) 275-2500

Plan General Information

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is $6,384,223.00.This plan was established in 2004.

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is 438

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Average Participant Retirement Account Value

In 2023, the average participant retirement account value for 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is $14,575.00

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is $1,572.00.

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is approximately $604.00
Investing in this additonal $604.00 for 20 years would give you extra $38,712.00, assuming a 10% annual return.

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Total Employer Contribution and Match Rate

In 2023, 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. allocates $264,936.00 to match its employees' contributions, providing an employer match rate of 40.11% of their contributions

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is 14.61%.

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is 17.36%. This measures the effectiveness of the plan participants' investments in the year.

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. Expense Ratio

In 2023, the investment and administrative expense ratio of 403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC. is 0.04%.

Enrollment Features

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, 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.


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