ASPIRE PUBLIC SCHOOLS 403(B) CA

Plan Contact

  • Address: 1001 22ND AVENUE, SUITE 100,OAKLAND,CA
  • Contact person: MICHAEL WIMBISH
  • Phone: (510) 434-5000

Plan General Information

ASPIRE PUBLIC SCHOOLS 403(B) CA Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ASPIRE PUBLIC SCHOOLS 403(B) CA is $1,991,567.00.This plan was established in 2014.

ASPIRE PUBLIC SCHOOLS 403(B) CA Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ASPIRE PUBLIC SCHOOLS 403(B) CA is 310

ASPIRE PUBLIC SCHOOLS 403(B) CA Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ASPIRE PUBLIC SCHOOLS 403(B) CA is $6,424.00

ASPIRE PUBLIC SCHOOLS 403(B) CA Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ASPIRE PUBLIC SCHOOLS 403(B) CA is $1,182.00.

ASPIRE PUBLIC SCHOOLS 403(B) CA Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in ASPIRE PUBLIC SCHOOLS 403(B) CA is approximately $439.00
Investing in this additonal $439.00 for 20 years would give you extra $28,098.00, assuming a 10% annual return.

ASPIRE PUBLIC SCHOOLS 403(B) CA Total Employer Contribution and Match Rate

In 2023, ASPIRE PUBLIC SCHOOLS 403(B) CA allocates $136,100.00 to match its employees' contributions, providing an employer match rate of 74.26% of their contributions

ASPIRE PUBLIC SCHOOLS 403(B) CA Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of ASPIRE PUBLIC SCHOOLS 403(B) CA is 30.64%.

ASPIRE PUBLIC SCHOOLS 403(B) CA Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for ASPIRE PUBLIC SCHOOLS 403(B) CA is 10.68%. This measures the effectiveness of the plan participants' investments in the year.

ASPIRE PUBLIC SCHOOLS 403(B) CA Expense Ratio

In 2023, the investment and administrative expense ratio of ASPIRE PUBLIC SCHOOLS 403(B) CA is 0.03%.

Enrollment Features

ASPIRE PUBLIC SCHOOLS 403(B) CA has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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