ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Plan Contact

  • Address: 2021 NORTH KINNEY ROAD,TUCSON,AZ
  • Contact person: AMANDA PERKINS
  • Phone: (520) 883-3012

Plan General Information

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is $8,750,148.00.This plan was established in 1982.

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is 246

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is $35,569.00

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is $1,915.00.

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is approximately $562.00
Investing in this additonal $562.00 for 20 years would give you extra $35,974.00, assuming a 10% annual return.

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN allocates $138,277.00 to match its employees' contributions, providing an employer match rate of 32.52% of their contributions

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is 8.09%.

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is 16.54%. This measures the effectiveness of the plan participants' investments in the year.

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN is 0.45%.

Enrollment Features

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT 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.


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 …